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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 | $1,119,055 | $165,399+576.6% | $149,745+647.3% | $158,982+603.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.99% | 348.34%-307.3pp | 276.72%-235.7pp | 302.99%-262.0pp |
| Employer contribution / active EE | $20,779 | $5,105+307.1% | $4,646+347.3% | $4,763+336.3% |
| Participant deferral / active EE | $17,333 | $7,183+141.3% | $6,843+153.3% | $5,983+189.7% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |