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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 | $1,502,133 | $165,399+808.2% | $149,745+903.1% | $158,982+844.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.80% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.2pp |
| Employer contribution / active EE | $19,294 | $5,105+278.0% | $4,646+315.3% | $4,763+305.1% |
| Participant deferral / active EE | $22,733 | $7,183+216.5% | $6,843+232.2% | $5,983+279.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |