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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 | $557,508 | $93,598+495.6% | $135,974+310.0% | $75,173+641.6% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.1pp | 67.2%+29.9pp |
| Annual return | 18.32% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $14,764 | $3,538+317.3% | $4,859+203.9% | $2,671+452.8% |
| Participant deferral / active EE | $11,955 | $6,405+86.6% | $7,760+54.1% | $4,126+189.7% |
| Admin fee / account holder | $178 | $6,978-97.4% | $10,767-98.3% | $5,651-96.8% |