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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 | $540,945 | $162,781+232.3% | $133,956+303.8% | $158,931+240.4% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 13.06% | 41.94%-28.9pp | 45.09%-32.0pp | 302.86%-289.8pp |
| Employer contribution / active EE | $11,099 | $4,975+123.1% | $3,919+183.3% | $4,761+133.1% |
| Participant deferral / active EE | $18,287 | $5,911+209.4% | $5,048+262.3% | $5,982+205.7% |
| Admin fee / account holder | $91 | $11,736-99.2% | $8,927-99.0% | $11,247-99.2% |