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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 | $385,819 | $185,312+108.2% | $161,489+138.9% | $154,746+149.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 17.66% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $15,983 | $4,769+235.1% | $4,268+274.5% | $4,379+265.0% |
| Participant deferral / active EE | $8,213 | $6,350+29.3% | $5,630+45.9% | $6,730+22.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |