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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 | $586,459 | $129,737+352.0% | $119,126+392.3% | $154,746+279.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 18.50% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $5,662 | $4,375+29.4% | $4,034+40.4% | $4,379+29.3% |
| Participant deferral / active EE | $15,500 | $5,842+165.3% | $5,318+191.5% | $6,730+130.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |