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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 | $1,427,085 | $172,111+729.2% | $150,298+849.5% | $137,256+939.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.15% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,382 | $4,636+80.8% | $4,154+101.8% | $4,156+101.7% |
| Participant deferral / active EE | $7,233 | $6,166+17.3% | $5,453+32.7% | $6,407+12.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |