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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 | $1,059,091 | $183,592+476.9% | $155,567+580.8% | $145,959+625.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.58% | 61.24%-25.7pp | 64.74%-29.2pp | 561.95%-526.4pp |
| Employer contribution / active EE | $17,553 | $5,315+230.3% | $4,674+275.5% | $4,661+276.6% |
| Participant deferral / active EE | $19,900 | $6,464+207.8% | $5,628+253.6% | $6,689+197.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |