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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 | $1,601,435 | $226,135+608.2% | $182,558+777.2% | $152,909+947.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.90% | 192.60%-168.7pp | 148.59%-124.7pp | 345.46%-321.6pp |
| Employer contribution / active EE | $16,875 | $4,979+238.9% | $4,076+314.0% | $4,764+254.2% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |