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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 | $712,219 | $196,972+261.6% | $182,262+290.8% | $198,609+258.6% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 13.34% | 158.27%-144.9pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $12,673 | $5,364+136.3% | $5,046+151.2% | $5,055+150.7% |
| Participant deferral / active EE | $7,367 | $8,643-14.8% | $8,276-11.0% | $6,977+5.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |