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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 | $1,141,137 | $201,264+467.0% | $184,185+519.6% | $145,978+681.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.86% | 29.00%-0.1pp | 28.81%0pp | 550.52%-521.7pp |
| Employer contribution / active EE | $26,736 | $7,021+280.8% | $6,426+316.1% | $4,662+473.5% |
| Participant deferral / active EE | $22,096 | $9,806+125.3% | $9,132+142.0% | $6,690+230.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |