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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 | $1,088,877 | $175,259+521.3% | $149,723+627.3% | $139,487+680.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.10% | 166.82%-143.7pp | 134.50%-111.4pp | 373.84%-350.7pp |
| Employer contribution / active EE | $20,411 | $5,478+272.6% | $4,821+323.3% | $4,755+329.3% |
| Participant deferral / active EE | $22,500 | $6,522+245.0% | $5,682+296.0% | $6,713+235.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |