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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 | $1,255,560 | $132,634+846.6% | $115,768+984.6% | $137,256+814.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.83% | 160.70%-143.9pp | 100.46%-83.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $28,571 | $3,360+750.4% | $2,940+871.9% | $4,156+587.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |