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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 | $1,364,458 | $209,874+550.1% | $189,537+619.9% | $167,536+714.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.14% | 748.61%-735.5pp | 555.34%-542.2pp | 478.82%-465.7pp |
| Employer contribution / active EE | $18,382 | $6,913+165.9% | $6,161+198.4% | $4,839+279.9% |
| Participant deferral / active EE | $12,135 | $8,934+35.8% | $8,220+47.6% | $6,342+91.3% |
| Admin fee / account holder | $7 | $14,299-100.0% | $12,048-99.9% | $12,315-99.9% |