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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 | $887,424 | $157,276+464.2% | $141,177+528.6% | $152,885+480.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 16.48% | 64.33%-47.9pp | 71.40%-54.9pp | 345.39%-328.9pp |
| Employer contribution / active EE | $1,809 | $5,262-65.6% | $4,736-61.8% | $4,763-62.0% |
| Participant deferral / active EE | $9,500 | $7,110+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $270 | $12,123-97.8% | $10,263-97.4% | $11,598-97.7% |