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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 | $452,739 | $98,776+358.3% | $149,745+202.3% | $79,856+466.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 13.55% | 27.38%-13.8pp | 276.72%-263.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $11,329 | $3,217+252.1% | $4,646+143.9% | $2,471+358.4% |
| Participant deferral / active EE | $11,078 | $5,681+95.0% | $6,843+61.9% | $3,741+196.2% |
| Admin fee / account holder | $297 | $6,053-95.1% | $9,312-96.8% | $5,306-94.4% |