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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 | $430,985 | $184,000+134.2% | $162,185+165.7% | $152,909+181.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.00% | 150.80%-126.8pp | 115.61%-91.6pp | 345.46%-321.5pp |
| Employer contribution / active EE | $12,860 | $6,370+101.9% | $5,613+129.1% | $4,764+169.9% |
| Participant deferral / active EE | $9,320 | $8,033+16.0% | $7,297+27.7% | $5,851+59.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |