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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 | $1,060,209 | $169,361+526.0% | $129,397+719.3% | $145,877+626.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.95% | 14395.54%-14384.6pp | 9453.98%-9443.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $7,218 | $5,542+30.2% | $4,154+73.7% | $4,663+54.8% |
| Participant deferral / active EE | $16,375 | $4,987+228.3% | $4,167+292.9% | $6,691+144.7% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |