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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 | $1,027,717 | $182,442+463.3% | $163,379+529.0% | $138,895+639.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.25% | 72.74%-55.5pp | 63.41%-46.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $31,256 | $4,159+651.5% | $3,752+733.0% | $4,194+645.2% |
| Participant deferral / active EE | $19,198 | $6,817+181.6% | $6,282+205.6% | $6,396+200.1% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |