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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 | $560,844 | $129,737+332.3% | $119,126+370.8% | $154,746+262.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 17.93% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,635 | $4,375-39.8% | $4,034-34.7% | $4,379-39.8% |
| Participant deferral / active EE | $13,257 | $5,842+126.9% | $5,318+149.3% | $6,730+97.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |