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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 | $555,069 | $209,888+164.5% | $189,545+192.8% | $167,553+231.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.06% | 748.66%-737.6pp | 555.36%-544.3pp | 478.89%-467.8pp |
| Employer contribution / active EE | $18,439 | $6,915+166.6% | $6,162+199.2% | $4,840+281.0% |
| Participant deferral / active EE | $19,833 | $8,934+122.0% | $8,220+141.3% | $6,343+212.7% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |