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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 | $1,339,488 | $183,592+629.6% | $155,574+761.0% | $145,877+818.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $15,072 | $5,317+183.5% | $4,676+222.3% | $4,663+223.2% |
| Participant deferral / active EE | $21,809 | $6,466+237.3% | $5,629+287.4% | $6,691+226.0% |
| Admin fee / account holder | $28 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |