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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 | $488,846 | $201,370+142.8% | $184,256+165.3% | $145,897+235.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.06% | 29.05%-11.0pp | 28.85%-10.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,499 | $7,024-78.7% | $6,427-76.7% | $4,663-67.9% |
| Participant deferral / active EE | $16,420 | $9,808+67.4% | $9,133+79.8% | $6,689+145.5% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |