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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 | $1,211,410 | $97,125+1147.3% | $86,233+1304.8% | $137,256+782.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.09% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $18,659 | $2,841+556.7% | $2,504+645.0% | $4,156+349.0% |
| Participant deferral / active EE | $21,713 | $5,180+319.2% | $4,559+376.2% | $6,407+238.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |