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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 | $1,410,770 | $172,111+719.7% | $150,298+838.6% | $137,256+927.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.39% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $24,624 | $4,636+431.1% | $4,154+492.8% | $4,156+492.5% |
| Participant deferral / active EE | $15,898 | $6,166+157.8% | $5,453+191.6% | $6,407+148.1% |
| Admin fee / account holder | $13 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |