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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 | $1,006,124 | $275,752+264.9% | $256,809+291.8% | $198,609+406.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.64% | 34.81%-16.2pp | 32.73%-14.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $8,758 | $7,721+13.4% | $7,263+20.6% | $5,055+73.2% |
| Participant deferral / active EE | $19,338 | $10,037+92.7% | $9,520+103.1% | $6,977+177.2% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |