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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 | $819,896 | $154,228+431.6% | $145,433+463.8% | $137,256+497.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 26.49% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $20,053 | $4,804+317.4% | $4,554+340.3% | $4,156+382.5% |
| Participant deferral / active EE | $13,900 | $8,216+69.2% | $7,897+76.0% | $6,407+117.0% |
| Admin fee / account holder | $224 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |