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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 | $519,333 | $124,425+317.4% | $112,040+363.5% | $137,256+278.4% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 18.86% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,350 | $3,411-31.1% | $2,954-20.4% | $4,156-43.4% |
| Participant deferral / active EE | $10,399 | $5,718+81.8% | $5,098+104.0% | $6,407+62.3% |
| Admin fee / account holder | $236 | $15,207-98.4% | $12,098-98.0% | $12,270-98.1% |