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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 | $1,076,176 | $100,970+965.8% | $96,576+1014.3% | $137,256+684.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 37.95% | 38.16%-0.2pp | 38.47%-0.5pp | 220.34%-182.4pp |
| Employer contribution / active EE | $12,500 | $3,809+228.2% | $3,553+251.8% | $4,156+200.8% |
| Participant deferral / active EE | $31,000 | $8,286+274.1% | $7,956+289.6% | $6,407+383.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |