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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 | $473,423 | $106,247+345.6% | $96,515+390.5% | $139,466+239.5% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 15.96% | 38.47%-22.5pp | 35.73%-19.8pp | 373.66%-357.7pp |
| Employer contribution / active EE | $9,264 | $4,106+125.6% | $3,740+147.7% | $4,754+94.9% |
| Participant deferral / active EE | $9,570 | $5,456+75.4% | $4,880+96.1% | $6,712+42.6% |
| Admin fee / account holder | $17 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |