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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 | $448,645 | $172,111+160.7% | $150,298+198.5% | $137,256+226.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.07% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $7,649 | $4,636+65.0% | $4,154+84.1% | $4,156+84.1% |
| Participant deferral / active EE | $14,292 | $6,166+131.8% | $5,453+162.1% | $6,407+123.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |