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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 | $2,042,435 | $183,539+1012.8% | $155,556+1213.0% | $145,897+1299.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.65% | 61.31%-25.7pp | 64.84%-29.2pp | 552.29%-516.6pp |
| Employer contribution / active EE | $13,798 | $5,315+159.6% | $4,675+195.1% | $4,663+195.9% |
| Participant deferral / active EE | $14,853 | $6,467+129.7% | $5,631+163.8% | $6,689+122.0% |
| Admin fee / account holder | $22 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |