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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 | $1,044,805 | $154,228+577.4% | $145,433+618.4% | $137,256+661.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.88% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,638 | $4,804-3.5% | $4,554+1.8% | $4,156+11.6% |
| Participant deferral / active EE | $39,945 | $8,216+386.2% | $7,897+405.8% | $6,407+523.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |