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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 | $838,887 | $154,228+443.9% | $145,433+476.8% | $137,256+511.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.75% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $12,444 | $4,804+159.0% | $4,554+173.2% | $4,156+199.4% |
| Participant deferral / active EE | $23,057 | $8,216+180.6% | $7,897+192.0% | $6,407+259.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |