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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 | $1,211,827 | $176,077+588.2% | $159,455+660.0% | $167,518+623.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.59% | 331.83%-313.2pp | 263.63%-245.0pp | 478.71%-460.1pp |
| Employer contribution / active EE | $1,875 | $5,298-64.6% | $4,830-61.2% | $4,838-61.2% |
| Participant deferral / active EE | $6,250 | $7,751-19.4% | $7,353-15.0% | $6,342-1.5% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |