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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 | $1,154,242 | $174,379+561.9% | $152,093+658.9% | $138,895+731.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.89% | 74.86%-50.0pp | 66.36%-41.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $4,500 | $4,652-3.3% | $4,175+7.8% | $4,194+7.3% |
| Participant deferral / active EE | $27,250 | $6,159+342.4% | $5,451+399.9% | $6,396+326.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |