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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 | $1,597,600 | $209,336+663.2% | $197,124+710.5% | $137,256+1064.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.00% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $32,036 | $6,591+386.1% | $6,227+414.4% | $4,156+670.8% |
| Participant deferral / active EE | $19,499 | $9,614+102.8% | $9,135+113.5% | $6,407+204.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |