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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 | $668,684 | $160,040+317.8% | $147,096+354.6% | $145,877+358.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $24,241 | $5,289+358.3% | $4,936+391.1% | $4,663+419.9% |
| Participant deferral / active EE | $18,351 | $8,429+117.7% | $8,071+127.4% | $6,691+174.3% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |