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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 | $598,710 | $201,370+197.3% | $184,256+224.9% | $145,897+310.4% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.77% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,958 | $7,024-43.7% | $6,427-38.4% | $4,663-15.1% |
| Participant deferral / active EE | $13,988 | $9,808+42.6% | $9,133+53.1% | $6,689+109.1% |
| Admin fee / account holder | $14 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |