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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 | $1,558,139 | $183,627+748.5% | $155,602+901.4% | $145,978+967.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.13% | 61.32%-26.2pp | 64.81%-29.7pp | 550.52%-515.4pp |
| Employer contribution / active EE | $10,750 | $5,316+102.2% | $4,675+129.9% | $4,662+130.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |