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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 | $703,551 | $185,312+279.7% | $161,489+335.7% | $154,746+354.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 13.64% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $18,054 | $4,769+278.6% | $4,268+323.0% | $4,379+312.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |