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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 | $199,109+425.5% | $173,730+502.2% | $154,746+576.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.98% | 20.02%-4.0pp | 19.96%-4.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $32,940 | $5,311+520.2% | $4,577+619.6% | $4,379+652.2% |
| Participant deferral / active EE | $22,100 | $7,113+210.7% | $6,326+249.3% | $6,730+228.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |