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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 | $117,829+423.6% | $102,423+502.3% | $145,877+322.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.82% | 31.83%-16.0pp | 29.42%-13.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $24,850 | $3,615+587.5% | $3,023+722.0% | $4,663+432.9% |
| Participant deferral / active EE | $12,311 | $5,732+114.8% | $5,054+143.6% | $6,691+84.0% |
| Admin fee / account holder | $273 | $13,335-98.0% | $9,455-97.1% | $13,402-98.0% |