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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 | $970,480 | $162,136+498.6% | $152,301+537.2% | $154,746+527.1% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $22,240 | $4,890+354.8% | $4,624+380.9% | $4,379+407.9% |
| Participant deferral / active EE | $18,341 | $8,341+119.9% | $8,004+129.2% | $6,730+172.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |