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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 | $1,254,940 | $96,419+1201.5% | $80,648+1456.1% | $139,487+799.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.86% | 1352.86%-1335.0pp | 937.21%-919.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $9,900 | $3,261+203.6% | $2,724+263.5% | $4,755+108.2% |
| Participant deferral / active EE | $24,375 | $5,225+366.5% | $4,443+448.6% | $6,713+263.1% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |