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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 | $1,045,189 | $155,555+571.9% | $146,866+611.7% | $155,188+573.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.25% | 115.41%-96.2pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $13,229 | $4,647+184.7% | $4,425+199.0% | $4,248+211.4% |
| Participant deferral / active EE | $7,877 | $8,044-2.1% | $7,759+1.5% | $6,531+20.6% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |