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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 | $1,749,882 | $175,259+898.5% | $149,723+1068.7% | $139,487+1154.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.99% | 166.82%-130.8pp | 134.50%-98.5pp | 373.84%-337.9pp |
| Employer contribution / active EE | $9,000 | $5,478+64.3% | $4,821+86.7% | $4,755+89.3% |
| Participant deferral / active EE | $11,250 | $6,522+72.5% | $5,682+98.0% | $6,713+67.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |