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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 | $1,398,456 | $172,111+712.5% | $150,298+830.5% | $137,256+918.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.05% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $21,553 | $4,636+364.9% | $4,154+418.8% | $4,156+418.6% |
| Participant deferral / active EE | $24,958 | $6,166+304.8% | $5,453+357.7% | $6,407+289.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |