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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 | $4,751,344 | $183,539+2488.7% | $155,556+2954.4% | $145,897+3156.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $34,680 | $5,315+552.5% | $4,675+641.7% | $4,663+643.8% |
| Participant deferral / active EE | $15,731 | $6,467+143.2% | $5,631+179.4% | $6,689+135.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |