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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 | $405,545 | $209,336+93.7% | $197,124+105.7% | $137,256+195.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 21.70% | 48.09%-26.4pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $17,351 | $6,591+163.3% | $6,227+178.6% | $4,156+317.5% |
| Participant deferral / active EE | $17,586 | $9,614+82.9% | $9,135+92.5% | $6,407+174.5% |
| Admin fee / account holder | $2 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |