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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 | $1,417,892 | $183,592+672.3% | $155,574+811.4% | $145,877+872.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 48.59% | 61.37%-12.8pp | 64.87%-16.3pp | 551.28%-502.7pp |
| Employer contribution / active EE | $5,975 | $5,317+12.4% | $4,676+27.8% | $4,663+28.1% |
| Participant deferral / active EE | $9,257 | $6,466+43.2% | $5,629+64.4% | $6,691+38.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |