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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 | $1,598,193 | $202,460+689.4% | $169,385+843.5% | $139,456+1046.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 532.07%-522.3pp | 405.82%-396.0pp | 373.45%-363.7pp |
| Employer contribution / active EE | $42,000 | $4,691+795.3% | $4,012+946.9% | $4,753+783.7% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $14 | $10,719-99.9% | $9,011-99.8% | $11,407-99.9% |