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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 | $441,078 | $172,111+156.3% | $150,298+193.5% | $137,256+221.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 39.95% | 69.37%-29.4pp | 62.79%-22.8pp | 220.34%-180.4pp |
| Employer contribution / active EE | $10,780 | $4,636+132.5% | $4,154+159.5% | $4,156+159.4% |
| Participant deferral / active EE | $11,000 | $6,166+78.4% | $5,453+101.7% | $6,407+71.7% |
| Admin fee / account holder | $2 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |