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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 | $1,213,575 | $183,627+560.9% | $155,602+679.9% | $145,978+731.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.94% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $6,289 | $5,316+18.3% | $4,675+34.5% | $4,662+34.9% |
| Participant deferral / active EE | $5,330 | $6,466-17.6% | $5,629-5.3% | $6,690-20.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |