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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 | $443,044 | $135,956+225.9% | $123,894+257.6% | $273,972+61.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.27% | 56.63%-46.4pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $6,269 | $5,170+21.3% | $4,617+35.8% | $4,869+28.8% |
| Participant deferral / active EE | $12,340 | $6,343+94.6% | $5,984+106.2% | $5,287+133.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |