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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 | $1,097,923 | $104,953+946.1% | $84,637+1197.2% | $152,909+618.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.90% | 373.94%-356.0pp | 258.82%-240.9pp | 345.46%-327.6pp |
| Employer contribution / active EE | $11,100 | $3,304+236.0% | $2,653+318.4% | $4,764+133.0% |
| Participant deferral / active EE | $21,000 | $4,691+347.7% | $3,900+438.4% | $5,851+258.9% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |