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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 | $1,016,776 | $185,856+447.1% | $170,028+498.0% | $139,456+629.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.08% | 60.52%-33.4pp | 53.39%-26.3pp | 373.45%-346.4pp |
| Employer contribution / active EE | $27,702 | $7,593+264.8% | $6,788+308.1% | $4,753+482.9% |
| Participant deferral / active EE | $22,800 | $11,623+96.2% | $10,409+119.0% | $6,711+239.7% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |