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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 | $1,278,533 | $180,749+607.4% | $160,784+695.2% | $137,256+831.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.24% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $52,905 | $4,155+1173.2% | $3,733+1317.3% | $4,156+1173.0% |
| Participant deferral / active EE | $23,167 | $6,844+238.5% | $6,293+268.1% | $6,407+261.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |