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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 | $1,411,503 | $148,629+849.7% | $135,982+938.0% | $139,487+911.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.30% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $13,570 | $5,247+158.6% | $4,859+179.3% | $4,755+185.4% |
| Participant deferral / active EE | $15,870 | $8,102+95.9% | $7,760+104.5% | $6,713+136.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |