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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 | $389,587 | $175,259+122.3% | $149,723+160.2% | $139,487+179.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.74% | 166.82%-124.1pp | 134.50%-91.8pp | 373.84%-331.1pp |
| Employer contribution / active EE | $15,393 | $5,478+181.0% | $4,821+219.3% | $4,755+223.7% |
| Participant deferral / active EE | $13,131 | $6,522+101.3% | $5,682+131.1% | $6,713+95.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |