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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 | $182,442+561.0% | $163,379+638.1% | $138,895+768.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.37% | 72.74%-56.4pp | 63.41%-47.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $28,926 | $4,159+595.4% | $3,752+670.9% | $4,194+589.6% |
| Participant deferral / active EE | $32,875 | $6,817+382.3% | $6,282+423.3% | $6,396+414.0% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |