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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 | $138,312+275.5% | $122,979+322.3% | $155,188+234.6% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 18.86% | 22.06%-3.2pp | 20.12%-1.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $2,350 | $3,530-33.4% | $3,062-23.2% | $4,248-44.7% |
| Participant deferral / active EE | $10,399 | $5,592+85.9% | $5,003+107.9% | $6,531+59.2% |
| Admin fee / account holder | $236 | $15,089-98.4% | $12,864-98.2% | $14,480-98.4% |