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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 | $1,434,290 | $201,372+612.3% | $184,260+678.4% | $145,884+883.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.74% | 29.04%-16.3pp | 28.84%-16.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $36,400 | $7,024+418.3% | $6,427+466.3% | $4,662+680.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $113 | $16,362-99.3% | $13,898-99.2% | $13,392-99.2% |