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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 | $1,867,101 | $175,231+965.5% | $149,696+1147.3% | $139,466+1238.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.74% | 166.77%-146.0pp | 134.46%-113.7pp | 373.66%-352.9pp |
| Employer contribution / active EE | $2,898 | $5,478-47.1% | $4,821-39.9% | $4,754-39.0% |
| Participant deferral / active EE | $7,840 | $6,521+20.2% | $5,682+38.0% | $6,712+16.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |