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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 | $466,933 | $176,794+164.1% | $146,647+218.4% | $167,553+178.7% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 13.76% | 24.04%-10.3pp | 22.75%-9.0pp | 478.89%-465.1pp |
| Employer contribution / active EE | $5,168 | $5,161+0.1% | $4,137+24.9% | $4,840+6.8% |
| Participant deferral / active EE | $10,093 | $6,440+56.7% | $5,506+83.3% | $6,343+59.1% |
| Admin fee / account holder | $15 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |