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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 | $1,350,934 | $201,370+570.9% | $184,256+633.2% | $145,897+825.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.23% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $20,842 | $7,024+196.7% | $6,427+224.3% | $4,663+347.0% |
| Participant deferral / active EE | $12,486 | $9,808+27.3% | $9,133+36.7% | $6,689+86.7% |
| Admin fee / account holder | $59 | $16,364-99.6% | $13,899-99.6% | $13,390-99.6% |