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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 | $1,257,682 | $211,288+495.2% | $178,540+604.4% | $145,884+762.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.27% | 30.27%-11.0pp | 27.15%-7.9pp | 551.85%-532.6pp |
| Employer contribution / active EE | $46,000 | $4,574+905.7% | $3,953+1063.7% | $4,662+886.6% |
| Participant deferral / active EE | $30,500 | $6,967+337.8% | $6,281+385.6% | $6,690+355.9% |
| Admin fee / account holder | $38 | $12,105-99.7% | $10,424-99.6% | $13,392-99.7% |