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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 | $1,568,721 | $209,888+647.4% | $189,545+727.6% | $167,553+836.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 112.67% | 748.66%-636.0pp | 555.36%-442.7pp | 478.89%-366.2pp |
| Employer contribution / active EE | $20,830 | $6,915+201.2% | $6,162+238.0% | $4,840+330.4% |
| Participant deferral / active EE | $16,651 | $8,934+86.4% | $8,220+102.6% | $6,343+162.5% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |