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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 | $1,157,703 | $125,778+820.4% | $114,563+910.5% | $154,746+648.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 13.06% | 295.14%-282.1pp | 241.09%-228.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $17,507 | $2,806+523.9% | $2,592+575.4% | $4,379+299.8% |
| Participant deferral / active EE | $14,685 | $4,445+230.4% | $4,142+254.5% | $6,730+118.2% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |