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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 | $976,413 | $196,972+395.7% | $182,262+435.7% | $198,609+391.6% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 15.30% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $14,250 | $5,364+165.7% | $5,046+182.4% | $5,055+181.9% |
| Participant deferral / active EE | $26,063 | $8,643+201.6% | $8,276+214.9% | $6,977+273.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |