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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 | $1,166,221 | $160,070+628.6% | $147,117+692.7% | $145,897+699.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.41% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $26,437 | $5,285+400.3% | $4,932+436.0% | $4,663+467.0% |
| Participant deferral / active EE | $18,711 | $8,419+122.2% | $8,065+132.0% | $6,689+179.7% |
| Admin fee / account holder | $57 | $15,035-99.6% | $12,993-99.6% | $13,390-99.6% |