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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 | $1,272,156 | $201,370+531.8% | $184,256+590.4% | $145,897+772.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.08% | 29.05%-9.0pp | 28.85%-8.8pp | 552.29%-532.2pp |
| Employer contribution / active EE | $28,200 | $7,024+301.5% | $6,427+338.8% | $4,663+504.8% |
| Participant deferral / active EE | $23,050 | $9,808+135.0% | $9,133+152.4% | $6,689+244.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |