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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 | $1,123,529 | $201,259+458.3% | $184,200+509.9% | $145,959+669.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.47% | 28.98%-15.5pp | 28.80%-15.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $20,560 | $7,018+193.0% | $6,424+220.1% | $4,661+341.1% |
| Participant deferral / active EE | $25,344 | $9,806+158.4% | $9,132+177.5% | $6,689+278.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |