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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 | $1,005,937 | $174,379+476.9% | $152,093+561.4% | $138,895+624.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.03% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $4,981 | $4,652+7.1% | $4,175+19.3% | $4,194+18.8% |
| Participant deferral / active EE | $16,000 | $6,159+159.8% | $5,451+193.5% | $6,396+150.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |