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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 | $1,454,898 | $108,911+1235.9% | $100,392+1349.2% | $145,884+897.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 109.36% | 58.23%+51.1pp | 49.45%+59.9pp | 551.85%-442.5pp |
| Employer contribution / active EE | $37,860 | $4,420+756.6% | $3,941+860.5% | $4,662+712.0% |
| Participant deferral / active EE | $12,438 | $8,459+47.0% | $8,090+53.7% | $6,690+85.9% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |