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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 | $227,399+420.0% | $189,758+523.2% | $198,609+495.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 13.05% | 61.03%-48.0pp | 52.62%-39.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $5,226 | $5,526-5.4% | $4,767+9.6% | $5,055+3.4% |
| Participant deferral / active EE | $3,548 | $6,837-48.1% | $5,856-39.4% | $6,977-49.1% |
| Admin fee / account holder | $21 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |