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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 | $523,110 | $178,174+193.6% | $156,181+234.9% | $137,256+281.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 11.40% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $8,304 | $4,972+67.0% | $4,294+93.4% | $4,156+99.8% |
| Participant deferral / active EE | $11,578 | $6,888+68.1% | $6,132+88.8% | $6,407+80.7% |
| Admin fee / account holder | $72 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |