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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 | $436,461 | $183,988+137.2% | $162,177+169.1% | $152,897+185.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.57% | 150.79%-130.2pp | 115.60%-95.0pp | 345.43%-324.9pp |
| Employer contribution / active EE | $11,624 | $6,370+82.5% | $5,613+107.1% | $4,764+144.0% |
| Participant deferral / active EE | $13,140 | $8,032+63.6% | $7,297+80.1% | $5,851+124.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |