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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 | $368,605 | $175,257+110.3% | $149,717+146.2% | $139,456+164.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.04% | 166.70%-144.7pp | 134.41%-112.4pp | 373.45%-351.4pp |
| Employer contribution / active EE | $12,549 | $5,477+129.1% | $4,820+160.4% | $4,753+164.0% |
| Participant deferral / active EE | $13,985 | $6,521+114.5% | $5,682+146.1% | $6,711+108.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |