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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 | $183,516+968.3% | $155,534+1160.5% | $145,884+1243.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 61.43%-47.6pp | 64.92%-51.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $17,067 | $5,315+221.1% | $4,675+265.1% | $4,662+266.1% |
| Participant deferral / active EE | $10,962 | $6,467+69.5% | $5,630+94.7% | $6,690+63.9% |
| Admin fee / account holder | $33 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |