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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 | $1,339,091 | $275,752+385.6% | $256,809+421.4% | $198,609+574.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.15% | 34.81%-18.7pp | 32.73%-16.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $45,588 | $7,721+490.5% | $7,263+527.7% | $5,055+801.8% |
| Participant deferral / active EE | $31,000 | $10,037+208.9% | $9,520+225.6% | $6,977+344.3% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |