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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 | $379,556 | $165,399+129.5% | $149,745+153.5% | $158,982+138.7% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 15.12% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $5,123 | $5,105+0.4% | $4,646+10.3% | $4,763+7.6% |
| Participant deferral / active EE | $7,023 | $7,183-2.2% | $6,843+2.6% | $5,983+17.4% |
| Admin fee / account holder | $3 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |