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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 | $212,386+209.9% | $199,883+229.3% | $138,895+373.9% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 16.54% | 47.75%-31.2pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $4,211 | $6,625-36.4% | $6,261-32.7% | $4,194+0.4% |
| Participant deferral / active EE | $14,385 | $9,617+49.6% | $9,138+57.4% | $6,396+124.9% |
| Admin fee / account holder | $13 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |