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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 | $460,660 | $174,379+164.2% | $152,093+202.9% | $138,895+231.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 20.56% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,447 | $4,652-47.4% | $4,175-41.4% | $4,194-41.7% |
| Participant deferral / active EE | $7,059 | $6,159+14.6% | $5,451+29.5% | $6,396+10.4% |
| Admin fee / account holder | $30 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |