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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 | $1,037,704 | $184,014+463.9% | $161,149+543.9% | $138,895+647.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.94% | 21.52%-8.6pp | 21.16%-8.2pp | 145.39%-132.5pp |
| Employer contribution / active EE | $45,125 | $5,055+792.6% | $4,360+934.9% | $4,194+975.9% |
| Participant deferral / active EE | $34,750 | $6,909+402.9% | $6,153+464.8% | $6,396+443.3% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |