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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 | $78,690+459.6% | $161,489+172.7% | $87,485+403.3% |
| Participation rate | 87.5% | 67.5%+20.0pp | 78.7%+8.8pp | 68.9%+18.6pp |
| Annual return | 15.50% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $7,347 | $2,588+183.9% | $4,268+72.1% | $2,596+183.0% |
| Participant deferral / active EE | $9,281 | $3,311+180.3% | $5,630+64.8% | $4,274+117.2% |
| Admin fee / account holder | $216 | $6,724-96.8% | $16,006-98.7% | $7,775-97.2% |