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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 | $2,014,315 | $185,883+983.6% | $170,043+1084.6% | $139,466+1344.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.97% | 60.54%-49.6pp | 53.40%-42.4pp | 373.66%-362.7pp |
| Employer contribution / active EE | $11,199 | $7,596+47.4% | $6,790+64.9% | $4,754+135.6% |
| Participant deferral / active EE | $24,425 | $11,626+110.1% | $10,410+134.6% | $6,712+263.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |