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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 | $1,171,828 | $154,193+660.0% | $130,045+801.1% | $139,466+740.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.29% | 32.51%-15.2pp | -137.30%+154.6pp | 373.66%-356.4pp |
| Employer contribution / active EE | $66,000 | $5,292+1147.2% | $4,321+1427.3% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $120 | $13,989-99.1% | $10,600-98.9% | $11,409-98.9% |