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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 | $497,330 | $199,109+149.8% | $173,730+186.3% | $154,746+221.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 17.73% | 20.02%-2.3pp | 19.96%-2.2pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,529 | $5,311-52.4% | $4,577-44.7% | $4,379-42.2% |
| Participant deferral / active EE | $5,750 | $7,113-19.2% | $6,326-9.1% | $6,730-14.6% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |