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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 | $1,046,254 | $178,174+487.2% | $156,181+569.9% | $137,256+662.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.98% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $32,940 | $4,972+562.6% | $4,294+667.1% | $4,156+692.6% |
| Participant deferral / active EE | $22,100 | $6,888+220.9% | $6,132+260.4% | $6,407+244.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |