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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 | $1,480,254 | $183,988+704.5% | $162,177+812.7% | $152,897+868.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.02% | 150.79%-135.8pp | 115.60%-100.6pp | 345.43%-330.4pp |
| Employer contribution / active EE | $10,107 | $6,370+58.7% | $5,613+80.1% | $4,764+112.2% |
| Participant deferral / active EE | $20,625 | $8,032+156.8% | $7,297+182.7% | $5,851+252.5% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |