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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 | $811,161 | $156,398+418.7% | $147,318+450.6% | $138,895+484.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.07% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.3pp |
| Employer contribution / active EE | $10,688 | $4,853+120.2% | $4,593+132.7% | $4,194+154.8% |
| Participant deferral / active EE | $31,896 | $8,237+287.2% | $7,906+303.4% | $6,396+398.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |