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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 | $1,960,570 | $183,539+968.2% | $155,556+1160.4% | $145,897+1243.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 61.31%-47.4pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $17,067 | $5,315+221.1% | $4,675+265.0% | $4,663+266.0% |
| Participant deferral / active EE | $10,962 | $6,467+69.5% | $5,631+94.7% | $6,689+63.9% |
| Admin fee / account holder | $33 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |