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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 | $1,452,823 | $190,916+661.0% | $160,037+807.8% | $134,545+979.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 26.81% | 552.79%-526.0pp | 408.95%-382.1pp | 418.37%-391.6pp |
| Employer contribution / active EE | $40,500 | $4,996+710.7% | $4,226+858.4% | $4,742+754.2% |
| Participant deferral / active EE | $20,500 | $6,925+196.0% | $6,184+231.5% | $6,401+220.2% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |