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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 | $162,136+405.7% | $152,301+438.3% | $154,746+429.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 26.49% | 91.02%-64.5pp | 80.50%-54.0pp | 172.34%-145.8pp |
| Employer contribution / active EE | $20,053 | $4,890+310.1% | $4,624+333.6% | $4,379+357.9% |
| Participant deferral / active EE | $13,900 | $8,341+66.6% | $8,004+73.7% | $6,730+106.5% |
| Admin fee / account holder | $224 | $15,759-98.6% | $14,398-98.4% | $14,365-98.4% |