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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 | $454,408 | $112,729+303.1% | $98,716+360.3% | $137,256+231.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 13.27% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,784 | $2,725+112.2% | $2,279+153.9% | $4,156+39.2% |
| Participant deferral / active EE | $11,082 | $4,640+138.8% | $4,048+173.8% | $6,407+73.0% |
| Admin fee / account holder | $169 | $10,129-98.3% | $8,703-98.1% | $12,270-98.6% |