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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 | $420,308 | $162,136+159.2% | $152,301+176.0% | $154,746+171.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 18.82% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $5,528 | $4,890+13.0% | $4,624+19.5% | $4,379+26.2% |
| Participant deferral / active EE | $12,536 | $8,341+50.3% | $8,004+56.6% | $6,730+86.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |