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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 | $374,717 | $190,879+96.3% | $160,009+134.2% | $134,532+178.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 12.57% | 552.63%-540.1pp | 408.85%-396.3pp | 418.27%-405.7pp |
| Employer contribution / active EE | $9,286 | $4,995+85.9% | $4,225+119.8% | $4,741+95.9% |
| Participant deferral / active EE | $22,667 | $6,924+227.4% | $6,183+266.6% | $6,401+254.1% |
| Admin fee / account holder | $21 | $10,495-99.8% | $8,715-99.8% | $11,429-99.8% |