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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 | $1,218,469 | $144,130+745.4% | $117,860+933.8% | $147,585+725.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.58% | 531.20%-513.6pp | 335.10%-317.5pp | 578.58%-561.0pp |
| Employer contribution / active EE | $31,576 | $4,897+544.8% | $3,786+734.0% | $4,876+547.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |