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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 | $666,093 | $209,336+218.2% | $197,124+237.9% | $137,256+385.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.57% | 48.09%-24.5pp | 44.34%-20.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $23,642 | $6,591+258.7% | $6,227+279.6% | $4,156+468.9% |
| Participant deferral / active EE | $23,892 | $9,614+148.5% | $9,135+161.6% | $6,407+272.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |