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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 | $976,413 | $154,228+533.1% | $145,433+571.4% | $137,256+611.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.30% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $14,250 | $4,804+196.6% | $4,554+212.9% | $4,156+242.9% |
| Participant deferral / active EE | $26,063 | $8,216+217.2% | $7,897+230.0% | $6,407+306.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |