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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 | $155,555+545.5% | $146,866+583.7% | $155,188+547.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.65% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $8,194 | $4,647+76.3% | $4,425+85.2% | $4,248+92.9% |
| Participant deferral / active EE | $8,974 | $8,044+11.6% | $7,759+15.7% | $6,531+37.4% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |