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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 | $382,283 | $223,823+70.8% | $211,142+81.1% | $154,746+147.0% |
| Participation rate | 90.9% | 87.9%+3.1pp | 87.3%+3.6pp | 80.7%+10.2pp |
| Annual return | 20.93% | 50.39%-29.5pp | 46.84%-25.9pp | 172.34%-151.4pp |
| Employer contribution / active EE | $30,514 | $6,787+349.6% | $6,442+373.7% | $4,379+596.8% |
| Participant deferral / active EE | $16,400 | $9,750+68.2% | $9,284+76.6% | $6,730+143.7% |
| Admin fee / account holder | $5 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |