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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 | $1,057,554 | $209,428+405.0% | $178,498+492.5% | $158,950+565.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.94% | 188.78%-175.8pp | 151.09%-138.2pp | 302.91%-290.0pp |
| Employer contribution / active EE | $12,463 | $5,707+118.4% | $5,011+148.7% | $4,762+161.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |