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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 | $335,340 | $154,228+117.4% | $145,433+130.6% | $137,256+144.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $20,126 | $4,804+318.9% | $4,554+341.9% | $4,156+384.3% |
| Participant deferral / active EE | $18,385 | $8,216+123.8% | $7,897+132.8% | $6,407+187.0% |
| Admin fee / account holder | $10 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |