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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 | $1,047,743 | $172,111+508.8% | $150,298+597.1% | $137,256+663.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.43% | 69.37%-41.9pp | 62.79%-35.4pp | 220.34%-192.9pp |
| Employer contribution / active EE | $16,886 | $4,636+264.2% | $4,154+306.5% | $4,156+306.3% |
| Participant deferral / active EE | $10,782 | $6,166+74.9% | $5,453+97.7% | $6,407+68.3% |
| Admin fee / account holder | $96 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |