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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 | $1,643,273 | $183,592+795.1% | $155,574+956.3% | $145,877+1026.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.99% | 61.37%-29.4pp | 64.87%-32.9pp | 551.28%-519.3pp |
| Employer contribution / active EE | $16,232 | $5,317+205.3% | $4,676+247.2% | $4,663+248.1% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,691+52.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |