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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 | $1,095,775 | $196,972+456.3% | $182,262+501.2% | $198,609+451.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.40% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $4,031 | $5,364-24.9% | $5,046-20.1% | $5,055-20.3% |
| Participant deferral / active EE | $35,538 | $8,643+311.2% | $8,276+329.4% | $6,977+409.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |