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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 | $1,511,055 | $142,426+960.9% | $115,167+1212.1% | $152,909+888.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 26.72% | 41.48%-14.8pp | 35.60%-8.9pp | 345.46%-318.7pp |
| Employer contribution / active EE | $32,700 | $4,011+715.3% | $3,179+928.6% | $4,764+586.4% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |