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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 | $1,146,847 | $176,120+551.2% | $159,487+619.1% | $167,553+584.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.58% | 331.95%-307.4pp | 263.71%-239.1pp | 478.89%-454.3pp |
| Employer contribution / active EE | $13,643 | $5,299+157.4% | $4,831+182.4% | $4,840+181.9% |
| Participant deferral / active EE | $8,401 | $7,752+8.4% | $7,354+14.2% | $6,343+32.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |