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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 | $564,862 | $174,379+223.9% | $152,093+271.4% | $138,895+306.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 12.79% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $18,590 | $4,652+299.6% | $4,175+345.3% | $4,194+343.2% |
| Participant deferral / active EE | $2,832 | $6,159-54.0% | $5,451-48.1% | $6,396-55.7% |
| Admin fee / account holder | $17 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |