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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 | $1,094,607 | $155,555+603.7% | $146,866+645.3% | $155,188+605.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.45% | 115.41%-99.0pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $26,176 | $4,647+463.3% | $4,425+491.6% | $4,248+516.2% |
| Participant deferral / active EE | $31,000 | $8,044+285.4% | $7,759+299.5% | $6,531+374.6% |
| Admin fee / account holder | $12 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |