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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 | $785,779 | $172,111+356.6% | $150,298+422.8% | $137,256+472.5% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 20.89% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,016 | $4,636-56.5% | $4,154-51.5% | $4,156-51.5% |
| Participant deferral / active EE | $8,538 | $6,166+38.5% | $5,453+56.6% | $6,407+33.3% |
| Admin fee / account holder | $131 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |