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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 | $196,972+523.3% | $182,262+573.6% | $198,609+518.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.56% | 158.27%-142.7pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $24,320 | $5,364+353.4% | $5,046+382.0% | $5,055+381.1% |
| Participant deferral / active EE | $11,360 | $8,643+31.4% | $8,276+37.3% | $6,977+62.8% |
| Admin fee / account holder | $86 | $18,429-99.5% | $16,712-99.5% | $19,030-99.6% |