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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 | $430,865 | $157,304+173.9% | $141,197+205.2% | $152,909+181.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 60.43% | 64.34%-3.9pp | 71.41%-11.0pp | 345.46%-285.0pp |
| Employer contribution / active EE | $23,221 | $5,263+341.2% | $4,736+390.3% | $4,764+387.4% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |