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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 | $1,312,468 | $166,268+689.4% | $165,100+695.0% | $145,897+799.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 53.02% | 100.52%-47.5pp | 70.21%-17.2pp | 552.29%-499.3pp |
| Employer contribution / active EE | $2,819 | $5,284-46.6% | $4,348-35.2% | $4,663-39.5% |
| Participant deferral / active EE | $13,360 | $6,964+91.8% | $6,035+121.4% | $6,689+99.7% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |