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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 | $1,140,843 | $185,312+515.6% | $161,489+606.5% | $154,746+637.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.44% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,897 | $4,769-39.3% | $4,268-32.1% | $4,379-33.9% |
| Participant deferral / active EE | $10,298 | $6,350+62.2% | $5,630+82.9% | $6,730+53.0% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |