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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 | $1,136,111 | $124,175+814.9% | $108,405+948.0% | $167,553+578.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.71% | 1380.13%-1349.4pp | 905.55%-874.8pp | 478.89%-448.2pp |
| Employer contribution / active EE | $16,474 | $4,188+293.4% | $3,559+362.9% | $4,840+240.4% |
| Participant deferral / active EE | $14,877 | $6,908+115.3% | $6,563+126.7% | $6,343+134.6% |
| Admin fee / account holder | $244 | $9,457-97.4% | $7,297-96.7% | $12,316-98.0% |