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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 | $1,195,967 | $160,040+647.3% | $147,096+713.1% | $145,877+719.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.80% | 98.49%-62.7pp | 419.75%-384.0pp | 551.28%-515.5pp |
| Employer contribution / active EE | $19,720 | $5,289+272.8% | $4,936+299.5% | $4,663+322.9% |
| Participant deferral / active EE | $12,900 | $8,429+53.0% | $8,071+59.8% | $6,691+92.8% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |