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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 | $3,104,538 | $209,422+1382.4% | $178,503+1639.2% | $158,982+1852.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 363.11% | 188.81%+174.3pp | 151.12%+212.0pp | 302.99%+60.1pp |
| Employer contribution / active EE | $20,209 | $5,707+254.1% | $5,011+303.3% | $4,763+324.3% |
| Participant deferral / active EE | $17,875 | $5,955+200.2% | $5,202+243.6% | $5,983+198.7% |
| Admin fee / account holder | $171 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |