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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 | $1,334,658 | $172,111+675.5% | $150,298+788.0% | $137,256+872.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.61% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,192 | $4,636-52.7% | $4,154-47.2% | $4,156-47.3% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |