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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 | $1,182,936 | $176,794+569.1% | $146,647+706.7% | $167,553+606.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.34% | 24.04%+6.3pp | 22.75%+7.6pp | 478.89%-448.6pp |
| Employer contribution / active EE | $24,775 | $5,161+380.0% | $4,137+498.9% | $4,840+411.9% |
| Participant deferral / active EE | $20,667 | $6,440+220.9% | $5,506+275.3% | $6,343+225.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |