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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 | $364,564 | $198,457+83.7% | $170,435+113.9% | $147,586+147.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.37% | 257.30%-247.9pp | 205.94%-196.6pp | 578.59%-569.2pp |
| Employer contribution / active EE | $14,833 | $6,183+139.9% | $5,432+173.1% | $4,876+204.2% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |