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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 | $1,269,039 | $201,370+530.2% | $184,256+588.7% | $145,897+769.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.15% | 29.05%-6.9pp | 28.85%-6.7pp | 552.29%-530.1pp |
| Employer contribution / active EE | $17,426 | $7,024+148.1% | $6,427+171.1% | $4,663+273.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |