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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 | $503,972 | $100,970+399.1% | $96,576+421.8% | $137,256+267.2% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 16.80% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,089 | $3,809-45.1% | $3,553-41.2% | $4,156-49.7% |
| Participant deferral / active EE | $3,704 | $8,286-55.3% | $7,956-53.4% | $6,407-42.2% |
| Admin fee / account holder | -$264 | $11,312-102.3% | $11,381-102.3% | $12,270-102.2% |