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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 | $1,541,163 | $197,637+679.8% | $177,848+766.6% | $158,982+869.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 55.02% | 58.77%-3.7pp | 48.33%+6.7pp | 302.99%-248.0pp |
| Employer contribution / active EE | $30,020 | $6,698+348.2% | $5,919+407.2% | $4,763+530.3% |
| Participant deferral / active EE | $11,067 | $8,405+31.7% | $7,714+43.5% | $5,983+85.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |