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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 | $1,329,334 | $183,592+624.1% | $155,574+754.5% | $145,877+811.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.31% | 61.37%-35.1pp | 64.87%-38.6pp | 551.28%-525.0pp |
| Employer contribution / active EE | $3,311 | $5,317-37.7% | $4,676-29.2% | $4,663-29.0% |
| Participant deferral / active EE | $16,200 | $6,466+150.5% | $5,629+187.8% | $6,691+142.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |