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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 | $1,551,642 | $114,130+1259.5% | $96,192+1513.1% | $167,553+826.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.29% | 190.07%-174.8pp | 192.09%-176.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $11,300 | $3,431+229.4% | $2,799+303.7% | $4,840+133.5% |
| Participant deferral / active EE | $21,667 | $5,198+316.8% | $4,351+398.0% | $6,343+241.6% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |