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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 | $585,601 | $162,136+261.2% | $152,301+284.5% | $154,746+278.4% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 14.71% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $5,549 | $4,890+13.5% | $4,624+20.0% | $4,379+26.7% |
| Participant deferral / active EE | $11,379 | $8,341+36.4% | $8,004+42.2% | $6,730+69.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |