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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 | $1,059,595 | $227,399+366.0% | $189,758+458.4% | $198,609+433.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.70% | 61.03%-46.3pp | 52.62%-37.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $14,667 | $5,526+165.4% | $4,767+207.7% | $5,055+190.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |