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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 | $185,312+142.1% | $161,489+177.8% | $154,746+189.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.07% | 103.84%-87.8pp | 89.72%-73.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $7,649 | $4,769+60.4% | $4,268+79.2% | $4,379+74.7% |
| Participant deferral / active EE | $14,292 | $6,350+125.1% | $5,630+153.9% | $6,730+112.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |