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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 | $519,399 | $123,898+319.2% | $116,538+345.7% | $155,188+234.7% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.8%-0.8pp |
| Annual return | 17.88% | 16.04%+1.8pp | 17.97%-0.1pp | 148.84%-131.0pp |
| Employer contribution / active EE | $19,759 | $4,739+316.9% | $4,541+335.1% | $4,248+365.2% |
| Participant deferral / active EE | $14,950 | $6,400+133.6% | $6,207+140.8% | $6,531+128.9% |
| Admin fee / account holder | $102 | $9,174-98.9% | $8,737-98.8% | $14,480-99.3% |