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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 | $1,190,891 | $160,028+644.2% | $147,080+709.7% | $145,884+716.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.26% | 98.60%-79.3pp | 420.17%-400.9pp | 551.85%-532.6pp |
| Employer contribution / active EE | $7,441 | $5,286+40.8% | $4,933+50.8% | $4,662+59.6% |
| Participant deferral / active EE | $18,250 | $8,422+116.7% | $8,066+126.2% | $6,690+172.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |