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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 | $1,060,063 | $227,291+366.4% | $214,702+393.7% | $155,188+583.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 40.43% | 60.08%-19.6pp | 54.55%-14.1pp | 148.84%-108.4pp |
| Employer contribution / active EE | $24,446 | $6,772+261.0% | $6,461+278.4% | $4,248+475.5% |
| Participant deferral / active EE | $16,446 | $9,582+71.6% | $9,147+79.8% | $6,531+151.8% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |