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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 | $493,710 | $184,000+168.3% | $162,185+204.4% | $152,909+222.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.89% | 150.80%-124.9pp | 115.61%-89.7pp | 345.46%-319.6pp |
| Employer contribution / active EE | $20,449 | $6,370+221.0% | $5,613+264.3% | $4,764+329.3% |
| Participant deferral / active EE | $13,438 | $8,033+67.3% | $7,297+84.2% | $5,851+129.6% |
| Admin fee / account holder | $10 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |