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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 | $1,489,000 | $167,504+788.9% | $151,628+882.0% | $134,509+1007.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 46.75% | 7.81%+38.9pp | 3.34%+43.4pp | 418.13%-371.4pp |
| Employer contribution / active EE | $20,311 | $6,828+197.5% | $6,165+229.5% | $4,741+328.5% |
| Participant deferral / active EE | $17,066 | $8,985+89.9% | $8,363+104.1% | $6,400+166.6% |
| Admin fee / account holder | $181 | $13,779-98.7% | $11,613-98.4% | $11,427-98.4% |