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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 | $1,667,237 | $197,637+743.6% | $177,848+837.5% | $158,982+948.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.49% | 58.77%-48.3pp | 48.33%-37.8pp | 302.99%-292.5pp |
| Employer contribution / active EE | $10,317 | $6,698+54.0% | $5,919+74.3% | $4,763+116.6% |
| Participant deferral / active EE | $21,450 | $8,405+155.2% | $7,714+178.1% | $5,983+258.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |