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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 | $1,671,602 | $183,592+810.5% | $155,567+974.5% | $145,959+1045.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.16% | 61.24%-38.1pp | 64.74%-41.6pp | 561.95%-538.8pp |
| Employer contribution / active EE | $43,800 | $5,315+724.1% | $4,674+837.1% | $4,661+839.8% |
| Participant deferral / active EE | $22,250 | $6,464+244.2% | $5,628+295.4% | $6,689+232.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |