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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 | $1,583,577 | $160,028+889.6% | $147,080+976.7% | $145,884+985.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.91% | 98.60%-78.7pp | 420.17%-400.3pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,244 | $5,286-76.5% | $4,933-74.8% | $4,662-73.3% |
| Participant deferral / active EE | $2,909 | $8,422-65.5% | $8,066-63.9% | $6,690-56.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |