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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 | $885,844 | $172,111+414.7% | $150,298+489.4% | $137,256+545.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 20.27% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $8,089 | $4,636+74.5% | $4,154+94.7% | $4,156+94.6% |
| Participant deferral / active EE | $5,350 | $6,166-13.2% | $5,453-1.9% | $6,407-16.5% |
| Admin fee / account holder | $264 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |