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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 | $562,342 | $201,370+179.3% | $184,256+205.2% | $145,897+285.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 40.50% | 29.05%+11.4pp | 28.85%+11.7pp | 552.29%-511.8pp |
| Employer contribution / active EE | $5,596 | $7,024-20.3% | $6,427-12.9% | $4,663+20.0% |
| Participant deferral / active EE | $18,981 | $9,808+93.5% | $9,133+107.8% | $6,689+183.8% |
| Admin fee / account holder | $4 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |