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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 | $753,490 | $209,336+259.9% | $197,124+282.2% | $137,256+449.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.22% | 48.09%-35.9pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $4,248 | $6,591-35.6% | $6,227-31.8% | $4,156+2.2% |
| Participant deferral / active EE | $16,583 | $9,614+72.5% | $9,135+81.5% | $6,407+158.8% |
| Admin fee / account holder | $220 | $17,308-98.7% | $16,298-98.7% | $12,270-98.2% |