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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 | $1,308,120 | $175,259+646.4% | $149,723+773.7% | $139,487+837.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 10.84% | 166.82%-156.0pp | 134.50%-123.7pp | 373.84%-363.0pp |
| Employer contribution / active EE | $2,411 | $5,478-56.0% | $4,821-50.0% | $4,755-49.3% |
| Participant deferral / active EE | $11,900 | $6,522+82.5% | $5,682+109.4% | $6,713+77.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |