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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 | $1,393,156 | $209,847+563.9% | $189,520+635.1% | $167,518+731.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.57% | 748.45%-726.9pp | 555.25%-533.7pp | 478.71%-457.1pp |
| Employer contribution / active EE | $32,625 | $6,913+371.9% | $6,161+429.5% | $4,838+574.3% |
| Participant deferral / active EE | $20,000 | $8,934+123.9% | $8,220+143.3% | $6,342+215.4% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |