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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 | $1,773,555 | $181,062+879.5% | $158,223+1020.9% | $155,188+1042.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.26% | 57.39%-37.1pp | 52.09%-31.8pp | 148.84%-128.6pp |
| Employer contribution / active EE | $4,080 | $4,565-10.6% | $4,109-0.7% | $4,248-3.9% |
| Participant deferral / active EE | $36,167 | $6,134+489.6% | $5,467+561.6% | $6,531+453.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |