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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 | $1,075,595 | $232,540+362.5% | $185,117+481.0% | $147,586+628.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 233.49% | 43.03%+190.5pp | 40.50%+193.0pp | 578.59%-345.1pp |
| Employer contribution / active EE | $22,000 | $5,195+323.5% | $4,182+426.1% | $4,876+351.2% |
| Participant deferral / active EE | $19,000 | $5,834+225.7% | $5,045+276.6% | $5,439+249.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |