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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 | $515,273 | $154,209+234.1% | $130,062+296.2% | $139,487+269.4% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.5%+8.5pp | 80.3%+6.6pp |
| Annual return | 14.92% | 32.52%-17.6pp | -137.37%+152.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $5,632 | $5,292+6.4% | $4,322+30.3% | $4,755+18.4% |
| Participant deferral / active EE | $9,976 | $6,709+48.7% | $5,821+71.4% | $6,713+48.6% |
| Admin fee / account holder | $295 | $13,988-97.9% | $10,601-97.2% | $11,407-97.4% |