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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 | $1,437,516 | $183,592+683.0% | $155,574+824.0% | $145,877+885.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.44% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,623 | $5,317-69.5% | $4,676-65.3% | $4,663-65.2% |
| Participant deferral / active EE | $4,333 | $6,466-33.0% | $5,629-23.0% | $6,691-35.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |