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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 | $1,077,232 | $209,425+414.4% | $178,499+503.5% | $158,966+577.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.02% | 188.80%-173.8pp | 151.10%-136.1pp | 302.95%-287.9pp |
| Employer contribution / active EE | $23,034 | $5,707+303.6% | $5,011+359.6% | $4,762+383.6% |
| Participant deferral / active EE | $14,710 | $5,955+147.0% | $5,202+182.8% | $5,983+145.9% |
| Admin fee / account holder | $4 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |