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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 | $4,146,315 | $175,259+2265.8% | $149,723+2669.3% | $139,487+2872.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.26% | 166.82%-148.6pp | 134.50%-116.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $39,279 | $5,478+617.0% | $4,821+714.7% | $4,755+726.1% |
| Participant deferral / active EE | $25,714 | $6,522+294.3% | $5,682+352.5% | $6,713+283.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |