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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 | $754,900 | $181,062+316.9% | $158,223+377.1% | $155,188+386.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.64% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.2pp |
| Employer contribution / active EE | $21,970 | $4,565+381.3% | $4,109+434.7% | $4,248+417.2% |
| Participant deferral / active EE | $14,990 | $6,134+144.4% | $5,467+174.2% | $6,531+129.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |