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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 | $881,215 | $182,442+383.0% | $163,379+439.4% | $138,895+534.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 23.28% | 72.74%-49.5pp | 63.41%-40.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $17,686 | $4,159+325.2% | $3,752+371.3% | $4,194+321.7% |
| Participant deferral / active EE | $19,276 | $6,817+182.8% | $6,282+206.9% | $6,396+201.4% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |