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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 | $440,330 | $76,407+476.3% | $150,298+193.0% | $82,448+434.1% |
| Participation rate | 87.5% | 66.4%+21.1pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 15.50% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $7,347 | $2,614+181.1% | $4,154+76.9% | $2,551+188.0% |
| Participant deferral / active EE | $9,281 | $3,214+188.7% | $5,453+70.2% | $4,139+124.2% |
| Admin fee / account holder | $216 | $6,352-96.6% | $14,116-98.5% | $7,234-97.0% |