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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 | $1,088,159 | $201,370+440.4% | $184,256+490.6% | $145,897+645.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.09% | 29.05%-12.0pp | 28.85%-11.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $29,941 | $7,024+326.3% | $6,427+365.8% | $4,663+542.1% |
| Participant deferral / active EE | $29,963 | $9,808+205.5% | $9,133+228.1% | $6,689+347.9% |
| Admin fee / account holder | $25 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |