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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 | $469,179 | $124,425+277.1% | $112,040+318.8% | $137,256+241.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 13.19% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,126 | $3,411+21.0% | $2,954+39.7% | $4,156-0.7% |
| Participant deferral / active EE | $13,496 | $5,718+136.0% | $5,098+164.8% | $6,407+110.7% |
| Admin fee / account holder | $1 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |