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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 | $1,037,359 | $110,410+839.6% | $102,437+912.7% | $145,897+611.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.77% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.5pp |
| Employer contribution / active EE | $19,112 | $4,217+353.2% | $3,871+393.8% | $4,663+309.9% |
| Participant deferral / active EE | $1,833 | $5,622-67.4% | $5,060-63.8% | $6,689-72.6% |
| Admin fee / account holder | $41 | $9,745-99.6% | $8,388-99.5% | $13,390-99.7% |