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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 | $162,136+929.2% | $152,301+995.7% | $154,746+978.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.69% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $20,449 | $4,890+318.1% | $4,624+342.2% | $4,379+367.0% |
| Participant deferral / active EE | $20,563 | $8,341+146.5% | $8,004+156.9% | $6,730+205.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |