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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 | $1,343,058 | $209,422+541.3% | $178,503+652.4% | $158,982+744.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.97% | 188.81%-175.8pp | 151.12%-138.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $37,506 | $5,707+557.2% | $5,011+648.5% | $4,763+687.5% |
| Participant deferral / active EE | $20,583 | $5,955+245.7% | $5,202+295.7% | $5,983+244.0% |
| Admin fee / account holder | $261 | $17,079-98.5% | $13,987-98.1% | $11,252-97.7% |