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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 | $768,033 | $106,974+618.0% | $90,796+745.9% | $138,895+453.0% |
| Participation rate | 71.4% | 74.9%-3.4pp | 69.5%+1.9pp | 79.9%-8.5pp |
| Annual return | 14.12% | 20.10%-6.0pp | 19.29%-5.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $15,211 | $2,609+483.1% | $2,294+563.1% | $4,194+262.7% |
| Participant deferral / active EE | $15,771 | $4,455+254.1% | $3,822+312.7% | $6,396+146.6% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |