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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 | $519,333 | $167,415+210.2% | $140,514+269.6% | $198,609+161.5% |
| Participation rate | 71.4% | 80.9%-9.5pp | 77.8%-6.4pp | 82.4%-10.9pp |
| Annual return | 18.86% | 13.85%+5.0pp | 14.36%+4.5pp | 202.70%-183.8pp |
| Employer contribution / active EE | $2,350 | $4,088-42.5% | $3,378-30.4% | $5,055-53.5% |
| Participant deferral / active EE | $10,399 | $5,579+86.4% | $4,919+111.4% | $6,977+49.0% |
| Admin fee / account holder | $236 | $16,730-98.6% | $13,697-98.3% | $19,030-98.8% |