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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 | $359,039 | $183,516+95.6% | $155,534+130.8% | $145,884+146.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 55.29% | 61.43%-6.1pp | 64.92%-9.6pp | 551.85%-496.6pp |
| Employer contribution / active EE | $20,752 | $5,315+290.5% | $4,675+343.9% | $4,662+345.1% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,630+261.1% | $6,690+204.0% |
| Admin fee / account holder | $60 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |