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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 | $1,460,529 | $159,934+813.2% | $147,005+893.5% | $145,959+900.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.09% | 98.24%-80.2pp | 418.76%-400.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $22,396 | $5,287+323.6% | $4,934+353.9% | $4,661+380.5% |
| Participant deferral / active EE | $14,786 | $8,427+75.4% | $8,070+83.2% | $6,689+121.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |