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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 | $155,555+567.3% | $146,866+606.8% | $155,188+568.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 19.79% | 115.41%-95.6pp | 102.85%-83.1pp | 148.84%-129.0pp |
| Employer contribution / active EE | $14,954 | $4,647+221.8% | $4,425+238.0% | $4,248+252.0% |
| Participant deferral / active EE | $10,996 | $8,044+36.7% | $7,759+41.7% | $6,531+68.4% |
| Admin fee / account holder | $204 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |