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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 | $420,037 | $209,888+100.1% | $189,545+121.6% | $167,553+150.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.67% | 748.66%-738.0pp | 555.36%-544.7pp | 478.89%-468.2pp |
| Employer contribution / active EE | $15,417 | $6,915+122.9% | $6,162+150.2% | $4,840+218.6% |
| Participant deferral / active EE | $12,219 | $8,934+36.8% | $8,220+48.6% | $6,343+92.6% |
| Admin fee / account holder | $29 | $14,300-99.8% | $12,049-99.8% | $12,316-99.8% |