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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 | $1,227,797 | $154,228+696.1% | $145,433+744.2% | $137,256+794.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.56% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $24,320 | $4,804+406.2% | $4,554+434.0% | $4,156+485.2% |
| Participant deferral / active EE | $11,360 | $8,216+38.3% | $7,897+43.8% | $6,407+77.3% |
| Admin fee / account holder | $86 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |