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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 | $154,228+723.2% | $145,433+773.0% | $137,256+825.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.91% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $32,691 | $4,804+580.5% | $4,554+617.8% | $4,156+686.6% |
| Participant deferral / active EE | $24,470 | $8,216+197.8% | $7,897+209.9% | $6,407+281.9% |
| Admin fee / account holder | $63 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |