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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 | $1,184,244 | $197,637+499.2% | $177,848+565.9% | $158,982+644.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 32.10% | 58.77%-26.7pp | 48.33%-16.2pp | 302.99%-270.9pp |
| Employer contribution / active EE | $10,262 | $6,698+53.2% | $5,919+73.4% | $4,763+115.5% |
| Participant deferral / active EE | $7,993 | $8,405-4.9% | $7,714+3.6% | $5,983+33.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |