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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 | $1,126,362 | $150,346+649.2% | $120,524+834.6% | $145,877+672.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 25.80% | 154.40%-128.6pp | 107.36%-81.6pp | 551.28%-525.5pp |
| Employer contribution / active EE | $38,220 | $4,353+778.0% | $3,469+1001.8% | $4,663+719.7% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |