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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 | $1,392,516 | $174,379+698.6% | $152,093+815.6% | $138,895+902.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 19.77% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $897 | $4,652-80.7% | $4,175-78.5% | $4,194-78.6% |
| Participant deferral / active EE | $13,000 | $6,159+111.1% | $5,451+138.5% | $6,396+103.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |