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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 | $1,205,950 | $225,673+434.4% | $203,872+491.5% | $155,188+677.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.37% | 95.91%-79.5pp | 85.11%-68.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $28,926 | $4,099+605.7% | $3,757+669.8% | $4,248+581.0% |
| Participant deferral / active EE | $32,875 | $6,893+376.9% | $6,388+414.7% | $6,531+403.4% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |