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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 | $181,062+288.6% | $158,223+344.7% | $155,188+353.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 13.64% | 57.39%-43.7pp | 52.09%-38.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $18,054 | $4,565+295.5% | $4,109+339.4% | $4,248+325.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |