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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 | $373,109 | $171,492+117.6% | $150,734+147.5% | $198,609+87.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.89% | 804.70%-785.8pp | 600.81%-581.9pp | 202.70%-183.8pp |
| Employer contribution / active EE | $9,223 | $5,470+68.6% | $4,918+87.5% | $5,055+82.4% |
| Participant deferral / active EE | $16,887 | $6,259+169.8% | $5,610+201.0% | $6,977+142.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |