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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 | $1,064,007 | $223,823+375.4% | $211,142+403.9% | $154,746+587.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.27% | 50.39%-35.1pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $18,496 | $6,787+172.5% | $6,442+187.1% | $4,379+322.4% |
| Participant deferral / active EE | $25,614 | $9,750+162.7% | $9,284+175.9% | $6,730+280.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |