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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 | $185,312+95.9% | $161,489+124.7% | $154,746+134.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 19.10% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $4,550 | $4,769-4.6% | $4,268+6.6% | $4,379+3.9% |
| Participant deferral / active EE | $8,288 | $6,350+30.5% | $5,630+47.2% | $6,730+23.1% |
| Admin fee / account holder | $5 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |