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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 | $1,061,968 | $213,785+396.7% | $185,441+472.7% | $155,188+584.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.10% | 19.97%-11.9pp | 20.16%-12.1pp | 148.84%-140.7pp |
| Employer contribution / active EE | $91,250 | $5,393+1592.0% | $4,672+1853.0% | $4,248+2048.2% |
| Participant deferral / active EE | $31,000 | $6,864+351.6% | $6,152+403.9% | $6,531+374.6% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |