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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 | $404,593 | $148,623+172.2% | $135,974+197.6% | $139,466+190.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.38% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.3pp |
| Employer contribution / active EE | $14,096 | $5,246+168.7% | $4,859+190.1% | $4,754+196.5% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $131 | $12,406-98.9% | $10,767-98.8% | $11,409-98.8% |