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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 | $1,497,492 | $176,794+747.0% | $146,647+921.2% | $167,553+793.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.82% | 24.04%-10.2pp | 22.75%-8.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $34,420 | $5,161+566.9% | $4,137+732.0% | $4,840+611.2% |
| Participant deferral / active EE | $17,233 | $6,440+167.6% | $5,506+213.0% | $6,343+171.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |