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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 | $1,535,089 | $275,752+456.7% | $256,809+497.8% | $198,609+672.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.07% | 34.81%-21.7pp | 32.73%-19.7pp | 202.70%-189.6pp |
| Employer contribution / active EE | $26,664 | $7,721+245.3% | $7,263+267.1% | $5,055+427.4% |
| Participant deferral / active EE | $19,875 | $10,037+98.0% | $9,520+108.8% | $6,977+184.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |