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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 | $600,402 | $209,888+186.1% | $189,545+216.8% | $167,553+258.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.34% | 748.66%-734.3pp | 555.36%-541.0pp | 478.89%-464.6pp |
| Employer contribution / active EE | $16,780 | $6,915+142.6% | $6,162+172.3% | $4,840+246.7% |
| Participant deferral / active EE | $5,700 | $8,934-36.2% | $8,220-30.7% | $6,343-10.1% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |