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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 | $208,088+381.2% | $186,193+437.8% | $154,746+547.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.10% | 89.97%-73.9pp | 78.03%-61.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,942 | $4,340-9.2% | $3,918+0.6% | $4,379-10.0% |
| Participant deferral / active EE | $13,207 | $7,078+86.6% | $6,513+102.8% | $6,730+96.2% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |