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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 | $1,211,262 | $183,539+559.9% | $155,556+678.7% | $145,897+730.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.38% | 61.31%-49.9pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $17,580 | $5,315+230.7% | $4,675+276.0% | $4,663+277.0% |
| Participant deferral / active EE | $18,620 | $6,467+187.9% | $5,631+230.7% | $6,689+178.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |