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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 | $815,314 | $154,228+428.6% | $145,433+460.6% | $137,256+494.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.55% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $40,042 | $4,804+733.5% | $4,554+779.2% | $4,156+863.5% |
| Participant deferral / active EE | $40,156 | $8,216+388.7% | $7,897+408.5% | $6,407+526.8% |
| Admin fee / account holder | $35 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |