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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 | $1,668,765 | $154,228+982.0% | $145,433+1047.4% | $137,256+1115.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.69% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $20,449 | $4,804+325.7% | $4,554+349.0% | $4,156+392.0% |
| Participant deferral / active EE | $20,563 | $8,216+150.3% | $7,897+160.4% | $6,407+220.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |