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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 | $554,249 | $181,062+206.1% | $158,223+250.3% | $155,188+257.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 11.06% | 57.39%-46.3pp | 52.09%-41.0pp | 148.84%-137.8pp |
| Employer contribution / active EE | $19,819 | $4,565+334.2% | $4,109+382.3% | $4,248+366.6% |
| Participant deferral / active EE | $8,115 | $6,134+32.3% | $5,467+48.4% | $6,531+24.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |