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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 | $319,374 | $117,829+171.0% | $102,423+211.8% | $145,877+118.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.00% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $5,128 | $3,615+41.9% | $3,023+69.6% | $4,663+10.0% |
| Participant deferral / active EE | $11,097 | $5,732+93.6% | $5,054+119.6% | $6,691+65.9% |
| Admin fee / account holder | $16 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |