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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 | $382,617 | $213,785+79.0% | $185,441+106.3% | $155,188+146.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 15.71% | 19.97%-4.3pp | 20.16%-4.5pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,776 | $5,393-48.5% | $4,672-40.6% | $4,248-34.6% |
| Participant deferral / active EE | $13,526 | $6,864+97.0% | $6,152+119.9% | $6,531+107.1% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |