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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 | $768,412 | $209,425+266.9% | $178,499+330.5% | $158,966+383.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.09% | 188.80%-174.7pp | 151.10%-137.0pp | 302.95%-288.9pp |
| Employer contribution / active EE | $44,500 | $5,707+679.7% | $5,011+788.0% | $4,762+834.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |