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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 | $154,228+425.9% | $145,433+457.8% | $137,256+491.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.07% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $10,688 | $4,804+122.5% | $4,554+134.7% | $4,156+157.2% |
| Participant deferral / active EE | $31,896 | $8,216+288.2% | $7,897+303.9% | $6,407+397.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |