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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 | $391,977 | $175,231+123.7% | $149,696+161.8% | $139,466+181.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 166.77%-149.5pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $18,478 | $5,478+237.3% | $4,821+283.3% | $4,754+288.7% |
| Participant deferral / active EE | $10,310 | $6,521+58.1% | $5,682+81.5% | $6,712+53.6% |
| Admin fee / account holder | $19 | $16,155-99.9% | $13,212-99.9% | $11,409-99.8% |