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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 | $1,181,991 | $165,361+614.8% | $149,715+689.5% | $158,950+643.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.22% | 348.24%-331.0pp | 276.66%-259.4pp | 302.91%-285.7pp |
| Employer contribution / active EE | $25,400 | $5,103+397.7% | $4,645+446.9% | $4,762+433.4% |
| Participant deferral / active EE | $20,800 | $7,182+189.6% | $6,842+204.0% | $5,983+247.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |