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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 | $304,974 | $156,398+95.0% | $147,318+107.0% | $138,895+119.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 18.81% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $4,430 | $4,853-8.7% | $4,593-3.5% | $4,194+5.6% |
| Participant deferral / active EE | $12,363 | $8,237+50.1% | $7,906+56.4% | $6,396+93.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |