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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 | $1,107,468 | $183,516+503.5% | $155,534+612.0% | $145,884+659.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.15% | 61.43%-24.3pp | 64.92%-27.8pp | 551.85%-514.7pp |
| Employer contribution / active EE | $27,500 | $5,315+417.4% | $4,675+488.3% | $4,662+489.8% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,630+170.9% | $6,690+128.0% |
| Admin fee / account holder | $24 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |