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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 | $209,840+590.0% | $189,517+664.0% | $167,497+764.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 34.47% | 748.35%-713.9pp | 555.19%-520.7pp | 478.62%-444.1pp |
| Employer contribution / active EE | $13,937 | $6,914+101.6% | $6,162+126.2% | $4,838+188.1% |
| Participant deferral / active EE | $34,867 | $8,935+290.2% | $8,221+324.1% | $6,341+449.8% |
| Admin fee / account holder | $0 | $14,294-100.0% | $12,045-100.0% | $12,310-100.0% |