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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 | $367,711 | $183,988+99.9% | $162,177+126.7% | $152,897+140.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.02% | 150.79%-128.8pp | 115.60%-93.6pp | 345.43%-323.4pp |
| Employer contribution / active EE | $10,967 | $6,370+72.2% | $5,613+95.4% | $4,764+130.2% |
| Participant deferral / active EE | $12,476 | $8,032+55.3% | $7,297+71.0% | $5,851+113.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |