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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 | $2,183,205 | $234,190+832.2% | $180,320+1110.7% | $198,609+999.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 11.16% | 1057.44%-1046.3pp | 778.54%-767.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $23,693 | $5,258+350.6% | $4,108+476.8% | $5,055+368.7% |
| Participant deferral / active EE | $24,735 | $4,988+395.8% | $4,304+474.7% | $6,977+254.5% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |