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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 | $1,281,638 | $162,781+687.3% | $133,956+856.8% | $158,931+706.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.15% | 41.94%-30.8pp | 45.09%-33.9pp | 302.86%-291.7pp |
| Employer contribution / active EE | $24,490 | $4,975+392.2% | $3,919+525.0% | $4,761+414.3% |
| Participant deferral / active EE | $14,714 | $5,911+148.9% | $5,048+191.5% | $5,982+146.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |