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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 | $359,566 | $209,888+71.3% | $189,545+89.7% | $167,553+114.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.29% | 748.66%-729.4pp | 555.36%-536.1pp | 478.89%-459.6pp |
| Employer contribution / active EE | $9,611 | $6,915+39.0% | $6,162+56.0% | $4,840+98.6% |
| Participant deferral / active EE | $6,794 | $8,934-24.0% | $8,220-17.4% | $6,343+7.1% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |