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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 | $160,070+812.4% | $147,117+892.8% | $145,897+901.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.09% | 98.69%-80.6pp | 420.54%-402.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $22,396 | $5,285+323.8% | $4,932+354.0% | $4,663+380.3% |
| Participant deferral / active EE | $14,786 | $8,419+75.6% | $8,065+83.3% | $6,689+121.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |