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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 | $1,427,085 | $185,312+670.1% | $161,489+783.7% | $154,746+822.2% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 16.15% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $8,382 | $4,769+75.8% | $4,268+96.4% | $4,379+91.4% |
| Participant deferral / active EE | $7,233 | $6,350+13.9% | $5,630+28.5% | $6,730+7.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |