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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 | $213,785+168.3% | $185,441+209.3% | $155,188+269.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 20.31% | 19.97%+0.3pp | 20.16%+0.1pp | 148.84%-128.5pp |
| Employer contribution / active EE | $23,700 | $5,393+339.5% | $4,672+407.2% | $4,248+457.9% |
| Participant deferral / active EE | $16,888 | $6,864+146.0% | $6,152+174.5% | $6,531+158.6% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |