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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 | $563,114 | $209,336+169.0% | $197,124+185.7% | $137,256+310.3% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 21.60% | 48.09%-26.5pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,772 | $6,591-12.4% | $6,227-7.3% | $4,156+38.9% |
| Participant deferral / active EE | $13,143 | $9,614+36.7% | $9,135+43.9% | $6,407+105.1% |
| Admin fee / account holder | $6 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |