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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 | $1,052,432 | $199,109+428.6% | $173,730+505.8% | $154,746+580.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 12.31% | 20.02%-7.7pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $8,572 | $5,311+61.4% | $4,577+87.3% | $4,379+95.8% |
| Participant deferral / active EE | $13,031 | $7,113+83.2% | $6,326+106.0% | $6,730+93.6% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |