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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 | $1,305,869 | $162,136+705.4% | $152,301+757.4% | $154,746+743.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 30.09% | 91.02%-60.9pp | 80.50%-50.4pp | 172.34%-142.3pp |
| Employer contribution / active EE | $46,500 | $4,890+850.9% | $4,624+905.5% | $4,379+961.9% |
| Participant deferral / active EE | $27,250 | $8,341+226.7% | $8,004+240.5% | $6,730+304.9% |
| Admin fee / account holder | $10 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |