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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 | $1,259,658 | $217,432+479.3% | $185,849+577.8% | $167,536+651.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.00% | 148.42%-138.4pp | 122.10%-112.1pp | 478.82%-468.8pp |
| Employer contribution / active EE | $11,600 | $5,875+97.5% | $5,169+124.4% | $4,839+139.7% |
| Participant deferral / active EE | $11,148 | $6,357+75.3% | $5,569+100.2% | $6,342+75.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |