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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 | $1,444,756 | $196,972+633.5% | $182,262+692.7% | $198,609+627.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.14% | 158.27%-149.1pp | 140.60%-131.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $52,000 | $5,364+869.5% | $5,046+930.6% | $5,055+928.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |