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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 | $597,465 | $201,259+196.9% | $184,200+224.4% | $145,959+309.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.37% | 28.98%-6.6pp | 28.80%-6.4pp | 561.95%-539.6pp |
| Employer contribution / active EE | $25,960 | $7,018+269.9% | $6,424+304.1% | $4,661+457.0% |
| Participant deferral / active EE | $15,760 | $9,806+60.7% | $9,132+72.6% | $6,689+135.6% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |