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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 | $1,469,547 | $166,268+783.8% | $165,100+790.1% | $145,897+907.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.59% | 100.52%-77.9pp | 70.21%-47.6pp | 552.29%-529.7pp |
| Employer contribution / active EE | $38,860 | $5,284+635.4% | $4,348+793.7% | $4,663+733.4% |
| Participant deferral / active EE | $30,500 | $6,964+337.9% | $6,035+405.4% | $6,689+356.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |