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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 | $1,073,856 | $134,817+696.5% | $123,973+766.2% | $155,188+592.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.55% | 515.49%-502.9pp | 388.13%-375.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $8,808 | $4,425+99.0% | $4,126+113.5% | $4,248+107.4% |
| Participant deferral / active EE | $18,370 | $5,706+221.9% | $5,247+250.1% | $6,531+181.3% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |