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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 | $1,093,292 | $167,353+553.3% | $143,797+660.3% | $134,545+712.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 180.16% | 0.48%+179.7pp | -0.04%+180.2pp | 418.37%-238.2pp |
| Employer contribution / active EE | $27,715 | $5,620+393.1% | $4,952+459.6% | $4,742+484.5% |
| Participant deferral / active EE | $13,667 | $6,447+112.0% | $5,638+142.4% | $6,401+113.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |