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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 | $421,898 | $117,846+258.0% | $102,434+311.9% | $145,884+189.2% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 13.12% | 31.90%-18.8pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,935 | $3,615-46.5% | $3,023-36.0% | $4,662-58.5% |
| Participant deferral / active EE | $8,841 | $5,733+54.2% | $5,055+74.9% | $6,690+32.2% |
| Admin fee / account holder | $220 | $13,356-98.4% | $9,462-97.7% | $13,392-98.4% |