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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 | $974,197 | $159,934+509.1% | $147,005+562.7% | $145,959+567.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.13% | 98.24%-77.1pp | 418.76%-397.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $34,821 | $5,287+558.6% | $4,934+605.7% | $4,661+647.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |