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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 | $1,893,552 | $201,372+840.3% | $184,260+927.7% | $145,884+1198.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.11% | 29.04%-10.9pp | 28.84%-10.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $28,700 | $7,024+308.6% | $6,427+346.5% | $4,662+515.6% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,690+128.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |