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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 | $1,560,855 | $183,592+750.2% | $155,567+903.3% | $145,959+969.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.57% | 61.24%-41.7pp | 64.74%-45.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $54,131 | $5,315+918.5% | $4,674+1058.1% | $4,661+1061.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |