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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 | $1,197,809 | $165,381+624.3% | $149,730+700.0% | $158,966+653.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.89% | 348.29%-337.4pp | 276.70%-265.8pp | 302.95%-292.1pp |
| Employer contribution / active EE | $41,492 | $5,104+712.9% | $4,645+793.2% | $4,762+771.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |