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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 | $1,143,030 | $124,980+814.6% | $108,359+954.9% | $154,746+638.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 45.75% | 45.00%+0.7pp | 36.89%+8.9pp | 172.34%-126.6pp |
| Employer contribution / active EE | $2,338 | $2,851-18.0% | $2,399-2.6% | $4,379-46.6% |
| Participant deferral / active EE | $3,011 | $4,743-36.5% | $4,137-27.2% | $6,730-55.3% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |