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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 | $1,138,880 | $162,136+602.4% | $152,301+647.8% | $154,746+636.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.40% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $18,213 | $4,890+272.4% | $4,624+293.8% | $4,379+315.9% |
| Participant deferral / active EE | $27,121 | $8,341+225.2% | $8,004+238.9% | $6,730+303.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |