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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 | $754,551 | $172,111+338.4% | $150,298+402.0% | $137,256+449.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.60% | 69.37%-43.8pp | 62.79%-37.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $22,102 | $4,636+376.7% | $4,154+432.1% | $4,156+431.8% |
| Participant deferral / active EE | $21,507 | $6,166+248.8% | $5,453+294.4% | $6,407+235.7% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |