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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 | $1,182,587 | $185,312+538.2% | $161,489+632.3% | $154,746+664.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 13.05% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $5,226 | $4,769+9.6% | $4,268+22.4% | $4,379+19.3% |
| Participant deferral / active EE | $3,548 | $6,350-44.1% | $5,630-37.0% | $6,730-47.3% |
| Admin fee / account holder | $21 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |