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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 | $1,515,586 | $185,312+717.9% | $161,489+838.5% | $154,746+879.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.28% | 103.84%-90.6pp | 89.72%-76.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,011 | $4,769-78.8% | $4,268-76.3% | $4,379-76.9% |
| Participant deferral / active EE | $11,952 | $6,350+88.2% | $5,630+112.3% | $6,730+77.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |