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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 | $1,269,626 | $162,136+683.1% | $152,301+733.6% | $154,746+720.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.91% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $32,691 | $4,890+568.5% | $4,624+606.9% | $4,379+646.5% |
| Participant deferral / active EE | $24,470 | $8,341+193.4% | $8,004+205.7% | $6,730+263.6% |
| Admin fee / account holder | $63 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |