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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 | $672,378 | $154,228+336.0% | $145,433+362.3% | $137,256+389.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 29.70% | 74.59%-44.9pp | 66.58%-36.9pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,242 | $4,804-74.1% | $4,554-72.7% | $4,156-70.1% |
| Participant deferral / active EE | $3,105 | $8,216-62.2% | $7,897-60.7% | $6,407-51.5% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |