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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 | $1,159,169 | $175,231+561.5% | $149,696+674.3% | $139,466+731.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 52.23% | 166.77%-114.5pp | 134.46%-82.2pp | 373.66%-321.4pp |
| Employer contribution / active EE | $34,828 | $5,478+535.8% | $4,821+622.5% | $4,754+632.6% |
| Participant deferral / active EE | $18,593 | $6,521+185.1% | $5,682+227.2% | $6,712+177.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |