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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 | $1,408,442 | $184,000+665.5% | $162,185+768.4% | $152,909+821.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.15% | 150.80%-124.6pp | 115.61%-89.5pp | 345.46%-319.3pp |
| Employer contribution / active EE | $28,632 | $6,370+349.5% | $5,613+410.1% | $4,764+501.0% |
| Participant deferral / active EE | $14,500 | $8,033+80.5% | $7,297+98.7% | $5,851+147.8% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |