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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 | $1,282,977 | $169,361+657.5% | $129,397+891.5% | $145,877+779.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 11.60% | 14395.54%-14383.9pp | 9453.98%-9442.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $10,313 | $5,542+86.1% | $4,154+148.2% | $4,663+121.2% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,167+265.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |