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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 | $573,610 | $199,109+188.1% | $173,730+230.2% | $154,746+270.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 20.31% | 20.02%+0.3pp | 19.96%+0.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $23,700 | $5,311+346.2% | $4,577+417.8% | $4,379+441.2% |
| Participant deferral / active EE | $16,888 | $7,113+137.4% | $6,326+166.9% | $6,730+150.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |