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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 | $1,216,030 | $209,336+480.9% | $197,124+516.9% | $137,256+786.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.69% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $29,513 | $6,591+347.8% | $6,227+373.9% | $4,156+610.1% |
| Participant deferral / active EE | $32,875 | $9,614+241.9% | $9,135+259.9% | $6,407+413.1% |
| Admin fee / account holder | $4 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |