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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 | $1,024,773 | $183,627+458.1% | $155,602+558.6% | $145,978+602.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.83% | 61.32%-43.5pp | 64.81%-47.0pp | 550.52%-532.7pp |
| Employer contribution / active EE | $20,700 | $5,316+289.4% | $4,675+342.8% | $4,662+344.0% |
| Participant deferral / active EE | $55,800 | $6,466+763.0% | $5,629+891.3% | $6,690+734.1% |
| Admin fee / account holder | $23 | $19,327-99.9% | $15,923-99.9% | $13,400-99.8% |