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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 | $155,555+946.0% | $146,866+1007.9% | $155,188+948.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 892.39% | 115.41%+777.0pp | 102.85%+789.5pp | 148.84%+743.6pp |
| Employer contribution / active EE | $25,771 | $4,647+454.6% | $4,425+482.4% | $4,248+506.7% |
| Participant deferral / active EE | $32,875 | $8,044+308.7% | $7,759+323.7% | $6,531+403.4% |
| Admin fee / account holder | $83 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |