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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 | $1,091,351 | $105,158+937.8% | $94,672+1052.8% | $139,487+682.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 46.57% | 38.11%+8.5pp | 156.89%-110.3pp | 373.84%-327.3pp |
| Employer contribution / active EE | $20,006 | $4,107+387.1% | $3,673+444.7% | $4,755+320.8% |
| Participant deferral / active EE | $17,591 | $7,599+131.5% | $7,417+137.2% | $6,713+162.1% |
| Admin fee / account holder | $37 | $8,972-99.6% | $7,222-99.5% | $11,407-99.7% |