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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 | $471,904 | $172,111+174.2% | $150,298+214.0% | $137,256+243.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 15.54% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,425 | $4,636+17.0% | $4,154+30.6% | $4,156+30.5% |
| Participant deferral / active EE | $10,796 | $6,166+75.1% | $5,453+98.0% | $6,407+68.5% |
| Admin fee / account holder | $61 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |