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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $658,170 | $209,336+214.4% | $197,124+233.9% | $137,256+379.5% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 16.54% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,211 | $6,591-36.1% | $6,227-32.4% | $4,156+1.3% |
| Participant deferral / active EE | $14,385 | $9,614+49.6% | $9,135+57.5% | $6,407+124.5% |
| Admin fee / account holder | $13 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |