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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 | $1,280,911 | $198,457+545.4% | $170,435+651.6% | $147,586+767.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 13.17% | 257.30%-244.1pp | 205.94%-192.8pp | 578.59%-565.4pp |
| Employer contribution / active EE | $32,000 | $6,183+417.5% | $5,432+489.1% | $4,876+556.2% |
| Participant deferral / active EE | $20,000 | $5,629+255.3% | $4,939+304.9% | $5,439+267.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |