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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 | $562,822 | $181,062+210.8% | $158,223+255.7% | $155,188+262.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.48% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,677 | $4,565-19.4% | $4,109-10.5% | $4,248-13.4% |
| Participant deferral / active EE | $18,167 | $6,134+196.1% | $5,467+232.3% | $6,531+178.2% |
| Admin fee / account holder | $15 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |