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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 | $407,877 | $112,131+263.7% | $95,964+325.0% | $158,982+156.6% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 12.75% | 171.19%-158.4pp | 91.64%-78.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,843 | $3,199-42.4% | $2,541-27.5% | $4,763-61.3% |
| Participant deferral / active EE | $9,184 | $4,784+92.0% | $4,167+120.4% | $5,983+53.5% |
| Admin fee / account holder | $85 | $10,136-99.2% | $6,797-98.8% | $11,252-99.2% |