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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 | $1,001,384 | $180,749+454.0% | $160,784+522.8% | $137,256+629.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.10% | 2234.46%-2218.4pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,942 | $4,155-5.1% | $3,733+5.6% | $4,156-5.2% |
| Participant deferral / active EE | $13,207 | $6,844+93.0% | $6,293+109.9% | $6,407+106.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |