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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 | $154,228+279.7% | $145,433+302.7% | $137,256+326.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 14.71% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $5,549 | $4,804+15.5% | $4,554+21.8% | $4,156+33.5% |
| Participant deferral / active EE | $11,379 | $8,216+38.5% | $7,897+44.1% | $6,407+77.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |