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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 | $1,044,753 | $209,874+397.8% | $189,537+451.2% | $167,536+523.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.79% | 748.61%-719.8pp | 555.34%-526.5pp | 478.82%-450.0pp |
| Employer contribution / active EE | $2,664 | $6,913-61.5% | $6,161-56.8% | $4,839-44.9% |
| Participant deferral / active EE | $11,069 | $8,934+23.9% | $8,220+34.7% | $6,342+74.5% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |