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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 | $1,439,555 | $156,970+817.1% | $121,210+1087.7% | $139,487+932.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 1477.10%-1464.6pp | 987.41%-974.9pp | 373.84%-361.4pp |
| Employer contribution / active EE | $42,950 | $5,546+674.4% | $4,171+929.8% | $4,755+803.3% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |