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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 | $1,167,267 | $183,539+536.0% | $155,556+650.4% | $145,897+700.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.80% | 61.31%-39.5pp | 64.84%-43.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $25,424 | $5,315+378.3% | $4,675+443.8% | $4,663+445.3% |
| Participant deferral / active EE | $15,854 | $6,467+145.2% | $5,631+181.6% | $6,689+137.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |