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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 | $1,501,592 | $217,432+590.6% | $185,851+708.0% | $167,553+796.2% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 22.01% | 148.43%-126.4pp | 122.11%-100.1pp | 478.89%-456.9pp |
| Employer contribution / active EE | $13,419 | $5,874+128.4% | $5,168+159.6% | $4,840+177.3% |
| Participant deferral / active EE | $8,513 | $6,357+33.9% | $5,569+52.9% | $6,343+34.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |