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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 | $1,240,893 | $154,209+704.7% | $130,062+854.1% | $139,487+789.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 32.52%-19.2pp | -137.37%+150.7pp | 373.84%-360.5pp |
| Employer contribution / active EE | $28,913 | $5,292+446.3% | $4,322+568.9% | $4,755+508.1% |
| Participant deferral / active EE | $21,217 | $6,709+216.2% | $5,821+264.5% | $6,713+216.1% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |