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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 | $183,592+95.6% | $155,574+130.8% | $145,877+146.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 55.29% | 61.37%-6.1pp | 64.87%-9.6pp | 551.28%-496.0pp |
| Employer contribution / active EE | $20,752 | $5,317+290.3% | $4,676+343.8% | $4,663+345.0% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,691+203.9% |
| Admin fee / account holder | $60 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |