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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 | $454,499 | $174,379+160.6% | $152,093+198.8% | $138,895+227.2% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 15.65% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,470 | $4,652-25.4% | $4,175-16.9% | $4,194-17.3% |
| Participant deferral / active EE | $8,095 | $6,159+31.4% | $5,451+48.5% | $6,396+26.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |