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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 | $973,008 | $173,340+461.3% | $136,007+615.4% | $145,959+566.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.85% | 1163.32%-1140.5pp | 579.32%-556.5pp | 561.95%-539.1pp |
| Employer contribution / active EE | $9,946 | $5,275+88.5% | $4,215+136.0% | $4,661+113.4% |
| Participant deferral / active EE | $22,456 | $8,699+158.1% | $7,024+219.7% | $6,689+235.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |