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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 | $897,457 | $162,136+453.5% | $152,301+489.3% | $154,746+480.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.66% | 91.02%-72.4pp | 80.50%-61.8pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,062 | $4,890-78.3% | $4,624-77.0% | $4,379-75.7% |
| Participant deferral / active EE | $16,490 | $8,341+97.7% | $8,004+106.0% | $6,730+145.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |