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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 | $822,206 | $154,228+433.1% | $145,433+465.4% | $137,256+499.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.08% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $19,702 | $4,804+310.1% | $4,554+332.6% | $4,156+374.1% |
| Participant deferral / active EE | $24,101 | $8,216+193.3% | $7,897+205.2% | $6,407+276.2% |
| Admin fee / account holder | $1 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |