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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 | $1,272,068 | $169,336+651.2% | $129,384+883.2% | $145,884+772.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.72% | 14408.70%-14390.0pp | 9461.77%-9443.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $43,500 | $5,540+685.2% | $4,153+947.4% | $4,662+833.0% |
| Participant deferral / active EE | $60,500 | $4,985+1113.6% | $4,166+1352.3% | $6,690+804.4% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |