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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 | $124,980+263.6% | $108,359+319.4% | $154,746+193.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 13.27% | 45.00%-31.7pp | 36.89%-23.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,784 | $2,851+102.9% | $2,399+141.1% | $4,379+32.1% |
| Participant deferral / active EE | $11,082 | $4,743+133.7% | $4,137+167.9% | $6,730+64.7% |
| Admin fee / account holder | $169 | $11,502-98.5% | $9,741-98.3% | $14,365-98.8% |