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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 | $1,107,325 | $175,231+531.9% | $149,696+639.7% | $139,466+694.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.79% | 166.77%-156.0pp | 134.46%-123.7pp | 373.66%-362.9pp |
| Employer contribution / active EE | $2,949 | $5,478-46.2% | $4,821-38.8% | $4,754-38.0% |
| Participant deferral / active EE | $16,450 | $6,521+152.3% | $5,682+189.5% | $6,712+145.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |