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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 | $1,091,622 | $111,814+876.3% | $93,654+1065.6% | $145,959+647.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.98% | 203.30%-190.3pp | 133.34%-120.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $10,020 | $3,092+224.1% | $2,421+313.9% | $4,661+115.0% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $43 | $10,246-99.6% | $8,282-99.5% | $13,398-99.7% |