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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 | $162,136+657.3% | $152,301+706.2% | $154,746+693.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.56% | 91.02%-75.5pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $24,320 | $4,890+397.3% | $4,624+425.9% | $4,379+455.4% |
| Participant deferral / active EE | $11,360 | $8,341+36.2% | $8,004+41.9% | $6,730+68.8% |
| Admin fee / account holder | $86 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |