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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 | $603,923 | $124,425+385.4% | $112,040+439.0% | $137,256+340.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 16.85% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,593 | $5,718-37.2% | $5,098-29.5% | $6,407-43.9% |
| Admin fee / account holder | $43 | $15,207-99.7% | $12,098-99.6% | $12,270-99.7% |