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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 | $196,972+430.4% | $182,262+473.2% | $198,609+426.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.88% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $4,638 | $5,364-13.5% | $5,046-8.1% | $5,055-8.3% |
| Participant deferral / active EE | $39,945 | $8,643+362.2% | $8,276+382.6% | $6,977+472.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |