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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 | $1,778,739 | $176,077+910.2% | $159,455+1015.5% | $167,518+961.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.86% | 331.83%-316.0pp | 263.63%-247.8pp | 478.71%-462.8pp |
| Employer contribution / active EE | $17,270 | $5,298+226.0% | $4,830+257.5% | $4,838+256.9% |
| Participant deferral / active EE | $21,067 | $7,751+171.8% | $7,353+186.5% | $6,342+232.2% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |