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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 | $429,597 | $183,627+134.0% | $155,602+176.1% | $145,978+194.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 28.54% | 61.32%-32.8pp | 64.81%-36.3pp | 550.52%-522.0pp |
| Employer contribution / active EE | $1,463 | $5,316-72.5% | $4,675-68.7% | $4,662-68.6% |
| Participant deferral / active EE | $6,095 | $6,466-5.7% | $5,629+8.3% | $6,690-8.9% |
| Admin fee / account holder | $299 | $19,327-98.5% | $15,923-98.1% | $13,400-97.8% |