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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 | $1,922,611 | $100,203+1818.7% | $85,240+2155.5% | $145,897+1217.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 161.05% | 84.28%+76.8pp | 66.75%+94.3pp | 552.29%-391.2pp |
| Employer contribution / active EE | $11,546 | $3,242+256.1% | $2,735+322.1% | $4,663+147.6% |
| Participant deferral / active EE | $25,250 | $5,299+376.5% | $4,527+457.7% | $6,689+277.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |