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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 | $445,985 | $90,728+391.6% | $86,279+416.9% | $138,895+221.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 14.30% | 34.83%-20.5pp | 30.40%-16.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $7,333 | $4,974+47.4% | $4,663+57.3% | $4,194+74.8% |
| Participant deferral / active EE | $10,877 | $6,125+77.6% | $5,658+92.2% | $6,396+70.1% |
| Admin fee / account holder | $15 | $11,808-99.9% | $10,485-99.9% | $12,562-99.9% |