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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 | $212,386+399.1% | $199,883+430.3% | $138,895+663.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 40.43% | 47.75%-7.3pp | 43.81%-3.4pp | 145.39%-105.0pp |
| Employer contribution / active EE | $24,446 | $6,625+269.0% | $6,261+290.4% | $4,194+482.8% |
| Participant deferral / active EE | $16,446 | $9,617+71.0% | $9,138+80.0% | $6,396+157.1% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |