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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 | $1,435,759 | $165,399+768.1% | $149,745+858.8% | $158,982+803.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.75% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.2pp |
| Employer contribution / active EE | $10,949 | $5,105+114.5% | $4,646+135.7% | $4,763+129.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |