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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 | $162,136+903.5% | $152,301+968.3% | $154,746+951.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 892.39% | 91.02%+801.4pp | 80.50%+811.9pp | 172.34%+720.1pp |
| Employer contribution / active EE | $25,771 | $4,890+427.0% | $4,624+457.3% | $4,379+488.5% |
| Participant deferral / active EE | $32,875 | $8,341+294.1% | $8,004+310.7% | $6,730+388.5% |
| Admin fee / account holder | $83 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |