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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 | $1,627,081 | $154,228+955.0% | $145,433+1018.8% | $137,256+1085.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 892.39% | 74.59%+817.8pp | 66.58%+825.8pp | 220.34%+672.1pp |
| Employer contribution / active EE | $25,771 | $4,804+436.5% | $4,554+465.8% | $4,156+520.1% |
| Participant deferral / active EE | $32,875 | $8,216+300.1% | $7,897+316.3% | $6,407+413.1% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |