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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 | $1,090,816 | $169,361+544.1% | $129,397+743.0% | $145,877+647.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.45% | 14395.54%-14374.1pp | 9453.98%-9432.5pp | 551.28%-529.8pp |
| Employer contribution / active EE | $25,876 | $5,542+366.9% | $4,154+522.9% | $4,663+454.9% |
| Participant deferral / active EE | $18,505 | $4,987+271.0% | $4,167+344.0% | $6,691+176.6% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |