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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 | $446,578 | $80,983+451.4% | $96,544+362.6% | $75,177+494.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.18% | 27.05%-10.9pp | 25.88%-9.7pp | 160.75%-144.6pp |
| Employer contribution / active EE | $15,622 | $2,282+584.4% | $2,966+426.6% | $2,671+484.9% |
| Participant deferral / active EE | $5,432 | $3,929+38.3% | $4,851+12.0% | $4,126+31.6% |
| Admin fee / account holder | $214 | $6,717-96.8% | $8,254-97.4% | $5,651-96.2% |