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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 | $703,812 | $209,888+235.3% | $189,545+271.3% | $167,553+320.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.83% | 748.66%-732.8pp | 555.36%-539.5pp | 478.89%-463.1pp |
| Employer contribution / active EE | $21,548 | $6,915+211.6% | $6,162+249.7% | $4,840+345.2% |
| Participant deferral / active EE | $14,013 | $8,934+56.8% | $8,220+70.5% | $6,343+120.9% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |