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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 | $821,800 | $225,673+264.2% | $203,872+303.1% | $155,188+429.6% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 17.23% | 95.91%-78.7pp | 85.11%-67.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,378 | $4,099-66.4% | $3,757-63.3% | $4,248-67.6% |
| Participant deferral / active EE | $10,900 | $6,893+58.1% | $6,388+70.6% | $6,531+66.9% |
| Admin fee / account holder | $239 | $12,327-98.1% | $11,730-98.0% | $14,480-98.4% |