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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 | $1,033,253 | $183,592+462.8% | $155,574+564.2% | $145,877+608.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $20,826 | $5,317+291.7% | $4,676+345.4% | $4,663+346.6% |
| Participant deferral / active EE | $23,417 | $6,466+262.1% | $5,629+316.0% | $6,691+250.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |