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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 | $1,205,302 | $148,629+710.9% | $135,982+786.4% | $139,487+764.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.64% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $20,335 | $5,247+287.6% | $4,859+318.5% | $4,755+327.7% |
| Participant deferral / active EE | $14,833 | $8,102+83.1% | $7,760+91.1% | $6,713+121.0% |
| Admin fee / account holder | $37 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |