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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 | $1,014,764 | $201,264+404.2% | $184,185+450.9% | $145,978+595.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.42% | 29.00%-2.6pp | 28.81%-2.4pp | 550.52%-524.1pp |
| Employer contribution / active EE | $26,075 | $7,021+271.4% | $6,426+305.8% | $4,662+459.3% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,690+355.9% |
| Admin fee / account holder | $1 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |