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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 | $1,529,839 | $180,459+747.7% | $154,108+892.7% | $135,380+1030.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 15.09% | 888.21%-873.1pp | 735.21%-720.1pp | 519.81%-504.7pp |
| Employer contribution / active EE | $6,968 | $6,035+15.5% | $5,298+31.5% | $4,779+45.8% |
| Participant deferral / active EE | $10,967 | $5,806+88.9% | $5,081+115.9% | $5,609+95.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |