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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 | $114,119+391.5% | $107,187+423.2% | $138,895+303.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 17.93% | 273.21%-255.3pp | 204.55%-186.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,635 | $4,059-35.1% | $3,782-30.3% | $4,194-37.2% |
| Participant deferral / active EE | $13,257 | $5,538+139.4% | $5,096+160.2% | $6,396+107.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |