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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 | $213,785+132.6% | $185,441+168.2% | $155,188+220.5% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 17.73% | 19.97%-2.2pp | 20.16%-2.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,529 | $5,393-53.1% | $4,672-45.9% | $4,248-40.5% |
| Participant deferral / active EE | $5,750 | $6,864-16.2% | $6,152-6.5% | $6,531-12.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |