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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 | $392,608 | $157,304+149.6% | $141,197+178.1% | $152,909+156.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.44% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $20,365 | $5,263+287.0% | $4,736+330.0% | $4,764+327.5% |
| Participant deferral / active EE | $9,077 | $7,111+27.6% | $6,710+35.3% | $5,851+55.1% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |