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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 | $1,019,150 | $201,264+406.4% | $184,185+453.3% | $145,978+598.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.91% | 29.00%+6.9pp | 28.81%+7.1pp | 550.52%-514.6pp |
| Employer contribution / active EE | $19,440 | $7,021+176.9% | $6,426+202.5% | $4,662+317.0% |
| Participant deferral / active EE | $20,510 | $9,806+109.2% | $9,132+124.6% | $6,690+206.6% |
| Admin fee / account holder | $100 | $16,376-99.4% | $13,909-99.3% | $13,400-99.3% |