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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 | $679,755 | $209,847+223.9% | $189,520+258.7% | $167,518+305.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.03% | 748.45%-735.4pp | 555.25%-542.2pp | 478.71%-465.7pp |
| Employer contribution / active EE | $15,049 | $6,913+117.7% | $6,161+144.3% | $4,838+211.0% |
| Participant deferral / active EE | $8,667 | $8,934-3.0% | $8,220+5.4% | $6,342+36.7% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |