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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 | $573,948 | $172,111+233.5% | $150,298+281.9% | $137,256+318.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.46% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $9,616 | $4,636+107.4% | $4,154+131.5% | $4,156+131.4% |
| Participant deferral / active EE | $16,350 | $6,166+165.2% | $5,453+199.9% | $6,407+155.2% |
| Admin fee / account holder | $145 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |