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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 | $1,092,222 | $198,470+450.3% | $170,444+540.8% | $147,585+640.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.10% | 257.30%-241.2pp | 205.94%-189.8pp | 578.56%-562.5pp |
| Employer contribution / active EE | $13,257 | $6,184+114.4% | $5,433+144.0% | $4,876+171.9% |
| Participant deferral / active EE | $17,000 | $5,629+202.0% | $4,939+244.2% | $5,439+212.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |