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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 | $1,093,898 | $167,415+553.4% | $140,514+678.5% | $198,609+450.8% |
| Participation rate | 83.3% | 80.9%+2.5pp | 77.8%+5.5pp | 82.4%+1.0pp |
| Annual return | 18.61% | 13.85%+4.8pp | 14.36%+4.3pp | 202.70%-184.1pp |
| Employer contribution / active EE | $17,133 | $4,088+319.1% | $3,378+407.1% | $5,055+238.9% |
| Participant deferral / active EE | $14,604 | $5,579+161.8% | $4,919+196.9% | $6,977+109.3% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |