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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 | $940,138 | $209,847+348.0% | $189,520+396.1% | $167,518+461.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.54% | 748.45%-720.9pp | 555.25%-527.7pp | 478.71%-451.2pp |
| Employer contribution / active EE | $20,808 | $6,913+201.0% | $6,161+237.7% | $4,838+330.1% |
| Participant deferral / active EE | $14,804 | $8,934+65.7% | $8,220+80.1% | $6,342+133.4% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |