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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 | $822,072 | $72,071+1040.6% | $68,368+1102.4% | $137,256+498.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.34% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $24,777 | $2,788+788.7% | $2,649+835.3% | $4,156+496.2% |
| Participant deferral / active EE | $15,500 | $4,410+251.5% | $4,123+276.0% | $6,407+141.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |