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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 | $1,563,772 | $154,209+914.1% | $130,062+1102.3% | $139,487+1021.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.09% | 32.52%-8.4pp | -137.37%+161.5pp | 373.84%-349.8pp |
| Employer contribution / active EE | $34,501 | $5,292+551.9% | $4,322+698.2% | $4,755+625.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $40 | $13,988-99.7% | $10,601-99.6% | $11,407-99.6% |