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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 | $305,525 | $175,231+74.4% | $149,696+104.1% | $139,466+119.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.41% | 166.77%-148.4pp | 134.46%-116.0pp | 373.66%-355.3pp |
| Employer contribution / active EE | $19,221 | $5,478+250.9% | $4,821+298.7% | $4,754+304.3% |
| Participant deferral / active EE | $9,761 | $6,521+49.7% | $5,682+71.8% | $6,712+45.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |