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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 | $460,660 | $172,111+167.7% | $150,298+206.5% | $137,256+235.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 20.56% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,447 | $4,636-47.2% | $4,154-41.1% | $4,156-41.1% |
| Participant deferral / active EE | $7,059 | $6,166+14.5% | $5,453+29.5% | $6,407+10.2% |
| Admin fee / account holder | $30 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |