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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 | $1,373,321 | $157,296+773.1% | $141,191+872.7% | $152,897+798.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.93% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $12,102 | $5,262+130.0% | $4,736+155.5% | $4,764+154.1% |
| Participant deferral / active EE | $9,565 | $7,111+34.5% | $6,710+42.5% | $5,851+63.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |