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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 | $545,356 | $172,111+216.9% | $150,298+262.8% | $137,256+297.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.56% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,719 | $4,636-62.9% | $4,154-58.6% | $4,156-58.6% |
| Participant deferral / active EE | $6,508 | $6,166+5.5% | $5,453+19.4% | $6,407+1.6% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |