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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 | $1,371,414 | $115,901+1083.3% | $100,525+1264.2% | $158,931+762.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 85.46% | 34.80%+50.7pp | 30.89%+54.6pp | 302.86%-217.4pp |
| Employer contribution / active EE | $35,667 | $4,104+769.2% | $3,418+943.6% | $4,761+649.1% |
| Participant deferral / active EE | $9,100 | $6,675+36.3% | $6,270+45.1% | $5,982+52.1% |
| Admin fee / account holder | $0 | $10,998-100.0% | $8,082-100.0% | $11,247-100.0% |