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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 | $598,772 | $135,956+340.4% | $123,894+383.3% | $273,972+118.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.81% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $13,455 | $5,170+160.3% | $4,617+191.4% | $4,869+176.4% |
| Participant deferral / active EE | $10,935 | $6,343+72.4% | $5,984+82.7% | $5,287+106.8% |
| Admin fee / account holder | $75 | $9,817-99.2% | $8,357-99.1% | $10,133-99.3% |