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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 | $1,268,425 | $183,539+591.1% | $155,556+715.4% | $145,897+769.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.01% | 61.31%-32.3pp | 64.84%-35.8pp | 552.29%-523.3pp |
| Employer contribution / active EE | $7,543 | $5,315+41.9% | $4,675+61.3% | $4,663+61.8% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |