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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 | $952,818 | $139,948+580.8% | $121,663+683.2% | $154,746+515.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.90% | 230.52%-213.6pp | 147.54%-130.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $5,633 | $3,521+60.0% | $3,020+86.5% | $4,379+28.6% |
| Participant deferral / active EE | $11,468 | $5,629+103.7% | $4,887+134.6% | $6,730+70.4% |
| Admin fee / account holder | $58 | $17,321-99.7% | $14,289-99.6% | $14,365-99.6% |