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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 | $1,433,859 | $148,629+864.7% | $135,982+954.4% | $139,487+928.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.39% | 79.33%-42.9pp | 68.32%-31.9pp | 373.84%-337.5pp |
| Employer contribution / active EE | $3,870 | $5,247-26.2% | $4,859-20.4% | $4,755-18.6% |
| Participant deferral / active EE | $44,000 | $8,102+443.0% | $7,760+467.0% | $6,713+555.5% |
| Admin fee / account holder | $64 | $12,406-99.5% | $10,767-99.4% | $11,407-99.4% |