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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 | $1,305,983 | $202,342+545.4% | $172,753+656.0% | $152,909+754.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 144.27% | 1029.88%-885.6pp | 803.00%-658.7pp | 345.46%-201.2pp |
| Employer contribution / active EE | $20,000 | $5,857+241.4% | $5,144+288.8% | $4,764+319.8% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,851+276.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |