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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 | $1,051,680 | $166,242+532.6% | $165,071+537.1% | $145,884+620.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 26.70% | 100.44%-73.7pp | 70.17%-43.5pp | 551.85%-525.1pp |
| Employer contribution / active EE | $53,750 | $5,283+917.4% | $4,347+1136.4% | $4,662+1052.9% |
| Participant deferral / active EE | $5,333 | $6,964-23.4% | $6,035-11.6% | $6,690-20.3% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |