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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 | $1,160,523 | $217,432+433.7% | $185,851+524.4% | $167,553+592.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.11% | 148.43%-132.3pp | 122.11%-106.0pp | 478.89%-462.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $100 | $19,820-99.5% | $16,245-99.4% | $12,316-99.2% |