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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 | $362,943 | $172,111+110.9% | $150,298+141.5% | $137,256+164.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.10% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,550 | $4,636-1.9% | $4,154+9.5% | $4,156+9.5% |
| Participant deferral / active EE | $8,288 | $6,166+34.4% | $5,453+52.0% | $6,407+29.4% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |