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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 | $1,006,124 | $223,823+349.5% | $211,142+376.5% | $154,746+550.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.64% | 50.39%-31.8pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $8,758 | $6,787+29.0% | $6,442+35.9% | $4,379+100.0% |
| Participant deferral / active EE | $19,338 | $9,750+98.3% | $9,284+108.3% | $6,730+187.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |