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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 | $1,604,394 | $159,934+903.2% | $147,005+991.4% | $145,959+999.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.75% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $15,333 | $5,287+190.0% | $4,934+210.8% | $4,661+229.0% |
| Participant deferral / active EE | $20,167 | $8,427+139.3% | $8,070+149.9% | $6,689+201.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |