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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 | $1,308,677 | $202,342+546.8% | $172,752+657.5% | $152,897+755.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.08% | 1029.83%-1016.7pp | 802.97%-789.9pp | 345.43%-332.3pp |
| Employer contribution / active EE | $30,153 | $5,858+414.8% | $5,144+486.2% | $4,764+533.0% |
| Participant deferral / active EE | $22,633 | $5,948+280.5% | $5,198+335.4% | $5,851+286.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |