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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 | $958,284 | $160,028+498.8% | $147,080+551.5% | $145,884+556.9% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 36.71% | 98.60%-61.9pp | 420.17%-383.5pp | 551.85%-515.1pp |
| Employer contribution / active EE | $13,730 | $5,286+159.8% | $4,933+178.3% | $4,662+194.5% |
| Participant deferral / active EE | $13,757 | $8,422+63.3% | $8,066+70.5% | $6,690+105.6% |
| Admin fee / account holder | $30 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |