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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 | $289,211+246.2% | $260,467+284.5% | $198,609+404.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.10% | 112.90%-96.8pp | 100.60%-84.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,942 | $4,663-15.5% | $4,239-7.0% | $5,055-22.0% |
| Participant deferral / active EE | $13,207 | $6,812+93.9% | $6,319+109.0% | $6,977+89.3% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |