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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 | $1,292,627 | $166,268+677.4% | $165,100+682.9% | $145,897+786.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.73% | 100.52%-85.8pp | 70.21%-55.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $18,144 | $5,284+243.4% | $4,348+317.3% | $4,663+289.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |