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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 | $185,312+194.3% | $161,489+237.7% | $154,746+252.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 14.56% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,719 | $4,769-64.0% | $4,268-59.7% | $4,379-60.7% |
| Participant deferral / active EE | $6,508 | $6,350+2.5% | $5,630+15.6% | $6,730-3.3% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |