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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 | $1,004,146 | $154,228+551.1% | $145,433+590.5% | $137,256+631.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.65% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $8,194 | $4,804+70.6% | $4,554+79.9% | $4,156+97.2% |
| Participant deferral / active EE | $8,974 | $8,216+9.2% | $7,897+13.6% | $6,407+40.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |