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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 | $95,959+441.3% | $97,411+433.2% | $138,895+274.0% |
| Participation rate | 80.0% | 81.8%-1.8pp | 80.4%-0.4pp | 79.9%+0.1pp |
| Annual return | 17.88% | 29.30%-11.4pp | 34.72%-16.8pp | 145.39%-127.5pp |
| Employer contribution / active EE | $19,759 | $4,278+361.8% | $4,210+369.3% | $4,194+371.1% |
| Participant deferral / active EE | $14,950 | $5,876+154.4% | $5,886+154.0% | $6,396+133.7% |
| Admin fee / account holder | $102 | $7,555-98.6% | $7,145-98.6% | $12,562-99.2% |