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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 | $1,051,493 | $172,111+510.9% | $150,298+599.6% | $137,256+666.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 32.77% | 69.37%-36.6pp | 62.79%-30.0pp | 220.34%-187.6pp |
| Employer contribution / active EE | $12,513 | $4,636+169.9% | $4,154+201.2% | $4,156+201.1% |
| Participant deferral / active EE | $4,453 | $6,166-27.8% | $5,453-18.3% | $6,407-30.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |