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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 | $1,045,861 | $165,361+532.5% | $149,715+598.6% | $158,950+558.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.71% | 348.24%-334.5pp | 276.66%-262.9pp | 302.91%-289.2pp |
| Employer contribution / active EE | $37,500 | $5,103+634.8% | $4,645+707.4% | $4,762+687.5% |
| Participant deferral / active EE | $23,833 | $7,182+231.9% | $6,842+248.3% | $5,983+298.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |