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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 | $1,483,782 | $172,111+762.1% | $150,298+887.2% | $137,256+981.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.73% | 69.37%-52.6pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $36,504 | $4,636+687.4% | $4,154+778.7% | $4,156+778.3% |
| Participant deferral / active EE | $26,938 | $6,166+336.9% | $5,453+394.0% | $6,407+320.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |