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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 | $227,399+97.3% | $189,758+136.4% | $198,609+125.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 16.07% | 61.03%-45.0pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $7,649 | $5,526+38.4% | $4,767+60.5% | $5,055+51.3% |
| Participant deferral / active EE | $14,292 | $6,837+109.0% | $5,856+144.1% | $6,977+104.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |