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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 | $1,037,359 | $110,379+839.8% | $102,412+912.9% | $145,884+611.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.77% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $19,112 | $4,216+353.3% | $3,870+393.9% | $4,662+309.9% |
| Participant deferral / active EE | $1,833 | $5,622-67.4% | $5,060-63.8% | $6,690-72.6% |
| Admin fee / account holder | $41 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |