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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 | $1,432,653 | $209,874+582.6% | $189,537+655.9% | $167,536+755.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.77% | 748.61%-729.8pp | 555.34%-536.6pp | 478.82%-460.0pp |
| Employer contribution / active EE | $29,196 | $6,913+322.3% | $6,161+373.9% | $4,839+503.3% |
| Participant deferral / active EE | $17,333 | $8,934+94.0% | $8,220+110.9% | $6,342+173.3% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |