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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 | $487,918 | $172,111+183.5% | $150,298+224.6% | $137,256+255.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 15.00% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,676 | $4,636-63.8% | $4,154-59.6% | $4,156-59.7% |
| Participant deferral / active EE | $5,986 | $6,166-2.9% | $5,453+9.8% | $6,407-6.6% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |