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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 | $1,285,109 | $201,344+538.3% | $184,243+597.5% | $145,877+781.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.60% | 29.01%-11.4pp | 28.82%-11.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $16,283 | $7,022+131.9% | $6,427+153.4% | $4,663+249.2% |
| Participant deferral / active EE | $10,167 | $9,807+3.7% | $9,132+11.3% | $6,691+52.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |