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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 | $199,109+162.7% | $173,730+201.1% | $154,746+238.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 11.40% | 20.02%-8.6pp | 19.96%-8.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $8,304 | $5,311+56.4% | $4,577+81.4% | $4,379+89.6% |
| Participant deferral / active EE | $11,578 | $7,113+62.8% | $6,326+83.0% | $6,730+72.0% |
| Admin fee / account holder | $72 | $20,916-99.7% | $17,523-99.6% | $14,365-99.5% |