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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 | $254,759+125.2% | $216,567+164.9% | $198,609+188.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 20.31% | 10.04%+10.3pp | 12.94%+7.4pp | 202.70%-182.4pp |
| Employer contribution / active EE | $23,700 | $6,096+288.7% | $5,216+354.4% | $5,055+368.8% |
| Participant deferral / active EE | $16,888 | $6,948+143.1% | $6,191+172.8% | $6,977+142.1% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |