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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 | $1,392,424 | $155,555+795.1% | $146,866+848.1% | $155,188+797.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.74% | 115.41%-104.7pp | 102.85%-92.1pp | 148.84%-138.1pp |
| Employer contribution / active EE | $10,962 | $4,647+135.9% | $4,425+147.7% | $4,248+158.1% |
| Participant deferral / active EE | $7,160 | $8,044-11.0% | $7,759-7.7% | $6,531+9.6% |
| Admin fee / account holder | $2 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |