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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 | $570,466 | $156,398+264.8% | $147,318+287.2% | $138,895+310.7% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 16.89% | 78.75%-61.9pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $10,545 | $4,853+117.3% | $4,593+129.6% | $4,194+151.4% |
| Participant deferral / active EE | $11,188 | $8,237+35.8% | $7,906+41.5% | $6,396+74.9% |
| Admin fee / account holder | $249 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |