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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 | $174,379+718.4% | $152,093+838.3% | $138,895+927.5% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 16.15% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $8,382 | $4,652+80.2% | $4,175+100.8% | $4,194+99.8% |
| Participant deferral / active EE | $7,233 | $6,159+17.4% | $5,451+32.7% | $6,396+13.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |