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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 | $353,382 | $154,228+129.1% | $145,433+143.0% | $137,256+157.5% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 19.03% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,994 | $4,804-16.9% | $4,554-12.3% | $4,156-3.9% |
| Participant deferral / active EE | $8,456 | $8,216+2.9% | $7,897+7.1% | $6,407+32.0% |
| Admin fee / account holder | $239 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |