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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 | $2,138,629 | $217,432+883.6% | $185,851+1050.7% | $167,553+1176.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.70% | 148.43%-138.7pp | 122.11%-112.4pp | 478.89%-469.2pp |
| Employer contribution / active EE | $21,000 | $5,874+257.5% | $5,168+306.3% | $4,840+333.9% |
| Participant deferral / active EE | $22,750 | $6,357+257.9% | $5,569+308.5% | $6,343+258.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |