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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 | $265,834 | $97,078+173.8% | $103,065+157.9% | $145,897+82.2% |
| Participation rate | 88.9% | 81.1%+7.7pp | 80.6%+8.3pp | 80.3%+8.6pp |
| Annual return | 10.81% | 25.49%-14.7pp | 23.95%-13.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $12,754 | $4,680+172.5% | $4,675+172.8% | $4,663+173.5% |
| Participant deferral / active EE | $9,586 | $6,601+45.2% | $6,625+44.7% | $6,689+43.3% |
| Admin fee / account holder | $63 | $12,505-99.5% | $9,349-99.3% | $13,390-99.5% |