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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 | $1,482,296 | $209,336+608.1% | $197,124+652.0% | $137,256+980.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.15% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $22,949 | $6,591+248.2% | $6,227+268.5% | $4,156+452.2% |
| Participant deferral / active EE | $21,375 | $9,614+122.3% | $9,135+134.0% | $6,407+233.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |