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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 | $806,198 | $223,823+260.2% | $211,142+281.8% | $154,746+421.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.62% | 50.39%-34.8pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $37,200 | $6,787+448.1% | $6,442+477.4% | $4,379+749.5% |
| Participant deferral / active EE | $22,770 | $9,750+133.5% | $9,284+145.3% | $6,730+238.3% |
| Admin fee / account holder | -$35 | $19,707-100.2% | $19,076-100.2% | $14,365-100.2% |