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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 | $2,015,779 | $185,905+984.3% | $170,057+1085.4% | $139,487+1345.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 41.83% | 60.56%-18.7pp | 53.42%-11.6pp | 373.84%-332.0pp |
| Employer contribution / active EE | $4,863 | $7,597-36.0% | $6,790-28.4% | $4,755+2.3% |
| Participant deferral / active EE | $16,367 | $11,627+40.8% | $10,411+57.2% | $6,713+143.8% |
| Admin fee / account holder | $15 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |