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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 | $227,399+527.6% | $189,758+652.1% | $198,609+618.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 79.8%-2.0pp | 82.4%-4.6pp |
| Annual return | 16.15% | 61.03%-44.9pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $8,382 | $5,526+51.7% | $4,767+75.8% | $5,055+65.8% |
| Participant deferral / active EE | $7,233 | $6,837+5.8% | $5,856+23.5% | $6,977+3.7% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |