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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 | $1,930,669 | $196,972+880.2% | $182,262+959.3% | $198,609+872.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.01% | 158.27%-140.3pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $17,635 | $5,364+228.8% | $5,046+249.5% | $5,055+248.8% |
| Participant deferral / active EE | $16,000 | $8,643+85.1% | $8,276+93.3% | $6,977+129.3% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |