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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 | $1,417,066 | $180,749+684.0% | $160,784+781.3% | $137,256+932.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.92% | 2234.46%-2223.5pp | 1803.92%-1793.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $12,000 | $4,155+188.8% | $3,733+221.5% | $4,156+188.7% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $36 | $10,397-99.7% | $9,717-99.6% | $12,270-99.7% |