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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 | $1,015,404 | $209,422+384.9% | $178,503+468.8% | $158,982+538.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.52% | 188.81%-166.3pp | 151.12%-128.6pp | 302.99%-280.5pp |
| Employer contribution / active EE | $4,731 | $5,707-17.1% | $5,011-5.6% | $4,763-0.7% |
| Participant deferral / active EE | $16,333 | $5,955+174.3% | $5,202+214.0% | $5,983+173.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |