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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 | $411,750 | $183,978+123.8% | $162,171+153.9% | $152,885+169.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.26% | 150.78%-132.5pp | 115.60%-97.3pp | 345.39%-327.1pp |
| Employer contribution / active EE | $18,500 | $6,370+190.4% | $5,613+229.6% | $4,763+288.4% |
| Participant deferral / active EE | $16,713 | $8,033+108.1% | $7,297+129.0% | $5,851+185.6% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |