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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 | $1,046,287 | $185,225+464.9% | $142,898+632.2% | $167,536+524.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.58% | 8558.12%-8545.5pp | 5639.64%-5627.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $29,025 | $5,607+417.7% | $4,146+600.1% | $4,839+499.8% |
| Participant deferral / active EE | $17,333 | $4,496+285.6% | $3,838+351.6% | $6,342+173.3% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |