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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 | $1,033,253 | $183,539+463.0% | $155,556+564.2% | $145,897+608.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $20,826 | $5,315+291.8% | $4,675+345.4% | $4,663+346.6% |
| Participant deferral / active EE | $23,417 | $6,467+262.1% | $5,631+315.9% | $6,689+250.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |