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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 | $1,421,664 | $148,623+856.6% | $135,974+945.5% | $139,466+919.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.26% | 79.30%-48.0pp | 68.30%-37.0pp | 373.66%-342.4pp |
| Employer contribution / active EE | $12,000 | $5,246+128.7% | $4,859+147.0% | $4,754+152.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |