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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 | $1,212,439 | $209,336+479.2% | $197,124+515.1% | $137,256+783.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.20% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $25,000 | $6,591+279.3% | $6,227+301.4% | $4,156+501.5% |
| Participant deferral / active EE | $31,000 | $9,614+222.4% | $9,135+239.4% | $6,407+383.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |