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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 | $1,593,196 | $183,592+767.8% | $155,567+924.1% | $145,959+991.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.00% | 61.24%-52.2pp | 64.74%-55.7pp | 561.95%-553.0pp |
| Employer contribution / active EE | $7,625 | $5,315+43.5% | $4,674+63.1% | $4,661+63.6% |
| Participant deferral / active EE | $17,224 | $6,464+166.4% | $5,628+206.0% | $6,689+157.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |