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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 | $1,122,354 | $110,337+917.2% | $102,383+996.2% | $145,877+669.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.62% | 24.83%-8.2pp | 24.94%-8.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $19,560 | $4,216+364.0% | $3,870+405.4% | $4,663+319.5% |
| Participant deferral / active EE | $24,663 | $5,621+338.8% | $5,060+387.4% | $6,691+268.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |