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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 | $1,324,424 | $196,972+572.4% | $182,262+626.7% | $198,609+566.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.50% | 158.27%-150.8pp | 140.60%-133.1pp | 202.70%-195.2pp |
| Employer contribution / active EE | $46,500 | $5,364+767.0% | $5,046+821.6% | $5,055+819.8% |
| Participant deferral / active EE | $21,080 | $8,643+143.9% | $8,276+154.7% | $6,977+202.1% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |