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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 | $1,038,035 | $162,136+540.2% | $152,301+581.6% | $154,746+570.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 19.79% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $14,954 | $4,890+205.8% | $4,624+223.4% | $4,379+241.5% |
| Participant deferral / active EE | $10,996 | $8,341+31.8% | $8,004+37.4% | $6,730+63.4% |
| Admin fee / account holder | $204 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |