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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 | $1,041,137 | $217,432+378.8% | $185,849+460.2% | $167,536+521.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.22% | 148.42%-120.2pp | 122.10%-93.9pp | 478.82%-450.6pp |
| Employer contribution / active EE | $10,313 | $5,875+75.6% | $5,169+99.5% | $4,839+113.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $180 | $19,818-99.1% | $16,244-98.9% | $12,315-98.5% |