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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 | $1,359,541 | $175,231+675.9% | $149,696+808.2% | $139,466+874.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.83% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $19,347 | $5,478+253.2% | $4,821+301.3% | $4,754+307.0% |
| Participant deferral / active EE | $23,417 | $6,521+259.1% | $5,682+312.1% | $6,712+248.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |