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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 | $1,403,375 | $172,111+715.4% | $150,298+833.7% | $137,256+922.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.48% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $30,750 | $4,636+563.3% | $4,154+640.2% | $4,156+639.9% |
| Participant deferral / active EE | $27,250 | $6,166+342.0% | $5,453+399.8% | $6,407+325.3% |
| Admin fee / account holder | $22 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |