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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 | $1,047,543 | $180,459+480.5% | $154,108+579.7% | $135,380+673.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.91% | 888.21%-877.3pp | 735.21%-724.3pp | 519.81%-508.9pp |
| Employer contribution / active EE | $13,601 | $6,035+125.4% | $5,298+156.7% | $4,779+184.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $95 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |