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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 | $1,447,946 | $209,888+589.9% | $189,545+663.9% | $167,553+764.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 34.47% | 748.66%-714.2pp | 555.36%-520.9pp | 478.89%-444.4pp |
| Employer contribution / active EE | $13,937 | $6,915+101.5% | $6,162+126.2% | $4,840+188.0% |
| Participant deferral / active EE | $34,867 | $8,934+290.3% | $8,220+324.2% | $6,343+449.7% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |