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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 | $1,668,765 | $196,972+747.2% | $182,262+815.6% | $198,609+740.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.69% | 158.27%-142.6pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $20,449 | $5,364+281.3% | $5,046+305.3% | $5,055+304.5% |
| Participant deferral / active EE | $20,563 | $8,643+137.9% | $8,276+148.4% | $6,977+194.7% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |