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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 | $1,776,931 | $198,457+795.4% | $170,435+942.6% | $147,586+1104.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.49% | 257.30%-245.8pp | 205.94%-194.5pp | 578.59%-567.1pp |
| Employer contribution / active EE | $54,000 | $6,183+773.3% | $5,432+894.0% | $4,876+1007.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $70 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |