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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 | $1,269,626 | $155,555+716.2% | $146,866+764.5% | $155,188+718.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.91% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $32,691 | $4,647+603.5% | $4,425+638.8% | $4,248+669.6% |
| Participant deferral / active EE | $24,470 | $8,044+204.2% | $7,759+215.4% | $6,531+274.7% |
| Admin fee / account holder | $63 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |