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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 | $160,070+902.3% | $147,117+990.6% | $145,897+999.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.75% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $15,333 | $5,285+190.2% | $4,932+210.9% | $4,663+228.9% |
| Participant deferral / active EE | $20,167 | $8,419+139.5% | $8,065+150.1% | $6,689+201.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |