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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 | $1,181,802 | $181,062+552.7% | $158,223+646.9% | $155,188+661.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.38% | 57.39%-42.0pp | 52.09%-36.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $14,954 | $4,565+227.6% | $4,109+263.9% | $4,248+252.0% |
| Participant deferral / active EE | $13,238 | $6,134+115.8% | $5,467+142.1% | $6,531+102.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |