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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 | $526,090 | $138,393+280.1% | $184,256+185.5% | $80,959+549.8% |
| Participation rate | 78.8% | 83.9%-5.1pp | 86.8%-8.0pp | 67.7%+11.1pp |
| Annual return | 14.42% | 20.01%-5.6pp | 28.85%-14.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $12,282 | $4,847+153.4% | $6,427+91.1% | $2,757+345.5% |
| Participant deferral / active EE | $8,823 | $7,076+24.7% | $9,133-3.4% | $4,300+105.2% |
| Admin fee / account holder | $67 | $10,489-99.4% | $13,899-99.5% | $6,925-99.0% |