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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 | $333,602 | $183,978+81.3% | $162,171+105.7% | $152,885+118.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.90% | 150.78%-129.9pp | 115.60%-94.7pp | 345.39%-324.5pp |
| Employer contribution / active EE | $25,056 | $6,370+293.4% | $5,613+346.4% | $4,763+426.0% |
| Participant deferral / active EE | $6,989 | $8,033-13.0% | $7,297-4.2% | $5,851+19.4% |
| Admin fee / account holder | $29 | $13,122-99.8% | $10,843-99.7% | $11,598-99.8% |