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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 | $410,150 | $107,666+280.9% | $102,184+301.4% | $154,746+165.0% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 18.89% | 29.33%-10.4pp | 31.58%-12.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,468 | $3,846-35.8% | $3,594-31.3% | $4,379-43.6% |
| Participant deferral / active EE | $9,159 | $8,719+5.0% | $8,309+10.2% | $6,730+36.1% |
| Admin fee / account holder | $300 | $12,943-97.7% | $11,609-97.4% | $14,365-97.9% |