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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 | $1,682,945 | $217,427+674.0% | $185,837+805.6% | $167,518+904.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.47% | 148.39%-134.9pp | 122.08%-108.6pp | 478.71%-465.2pp |
| Employer contribution / active EE | $58,000 | $5,874+887.4% | $5,168+1022.3% | $4,838+1098.7% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,568+16.7% | $6,342+2.5% |
| Admin fee / account holder | $112 | $19,816-99.4% | $16,241-99.3% | $12,312-99.1% |