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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 | $263,980 | $183,978+43.5% | $162,171+62.8% | $152,885+72.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.47% | 150.78%-134.3pp | 115.60%-99.1pp | 345.39%-328.9pp |
| Employer contribution / active EE | $10,218 | $6,370+60.4% | $5,613+82.0% | $4,763+114.5% |
| Participant deferral / active EE | $20,435 | $8,033+154.4% | $7,297+180.0% | $5,851+249.3% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |