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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 | $162,821+232.2% | $133,978+303.8% | $158,982+240.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 13.06% | 41.95%-28.9pp | 45.10%-32.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $11,099 | $4,976+123.1% | $3,919+183.2% | $4,763+133.0% |
| Participant deferral / active EE | $18,287 | $5,910+209.4% | $5,047+262.3% | $5,983+205.6% |
| Admin fee / account holder | $91 | $11,742-99.2% | $8,930-99.0% | $11,252-99.2% |