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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 | $1,464,396 | $176,120+731.5% | $159,487+818.2% | $167,553+774.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.83% | 331.95%-311.1pp | 263.71%-242.9pp | 478.89%-458.1pp |
| Employer contribution / active EE | $3,079 | $5,299-41.9% | $4,831-36.3% | $4,840-36.4% |
| Participant deferral / active EE | $10,328 | $7,752+33.2% | $7,354+40.5% | $6,343+62.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |