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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 | $1,351,483 | $181,062+646.4% | $158,223+754.2% | $155,188+770.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.29% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $57,110 | $4,565+1151.1% | $4,109+1289.9% | $4,248+1244.5% |
| Participant deferral / active EE | $37,250 | $6,134+507.2% | $5,467+581.4% | $6,531+470.3% |
| Admin fee / account holder | $3 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |