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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 | $1,473,425 | $172,111+756.1% | $150,298+880.3% | $137,256+973.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.00% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $21,355 | $4,636+360.6% | $4,154+414.1% | $4,156+413.8% |
| Participant deferral / active EE | $32,875 | $6,166+433.2% | $5,453+502.9% | $6,407+413.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |