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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 | $521,330 | $183,516+184.1% | $155,534+235.2% | $145,884+257.4% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 13.77% | 61.43%-47.7pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,663 | $5,315-49.9% | $4,675-43.0% | $4,662-42.9% |
| Participant deferral / active EE | $21,496 | $6,467+232.4% | $5,630+281.8% | $6,690+221.3% |
| Admin fee / account holder | $238 | $19,293-98.8% | $15,900-98.5% | $13,392-98.2% |