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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 | $616,929 | $117,895+423.3% | $102,460+502.1% | $145,897+322.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.82% | 31.92%-16.1pp | 29.47%-13.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $24,850 | $3,619+586.7% | $3,025+721.4% | $4,663+433.0% |
| Participant deferral / active EE | $12,311 | $5,736+114.6% | $5,056+143.5% | $6,689+84.0% |
| Admin fee / account holder | $273 | $13,353-98.0% | $9,460-97.1% | $13,390-98.0% |