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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 | $860,896 | $160,040+437.9% | $147,096+485.3% | $145,877+490.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.49% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $8,124 | $5,289+53.6% | $4,936+64.6% | $4,663+74.2% |
| Participant deferral / active EE | $8,904 | $8,429+5.6% | $8,071+10.3% | $6,691+33.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |