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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 | $471,732 | $178,174+164.8% | $156,181+202.0% | $137,256+243.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.29% | 84.19%-63.9pp | 64.87%-44.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,933 | $4,972-61.1% | $4,294-55.0% | $4,156-53.5% |
| Participant deferral / active EE | $10,430 | $6,888+51.4% | $6,132+70.1% | $6,407+62.8% |
| Admin fee / account holder | $32 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |