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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 | $2,092,298 | $209,425+899.1% | $178,499+1072.2% | $158,966+1216.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 83.78% | 188.80%-105.0pp | 151.10%-67.3pp | 302.95%-219.2pp |
| Employer contribution / active EE | $25,904 | $5,707+353.9% | $5,011+416.9% | $4,762+443.9% |
| Participant deferral / active EE | $22,750 | $5,955+282.0% | $5,202+337.3% | $5,983+280.2% |
| Admin fee / account holder | $40 | $17,078-99.8% | $13,986-99.7% | $11,250-99.6% |