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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 | $511,401 | $176,077+190.4% | $159,455+220.7% | $167,518+205.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.90% | 331.83%-307.9pp | 263.63%-239.7pp | 478.71%-454.8pp |
| Employer contribution / active EE | $17,389 | $5,298+228.2% | $4,830+260.0% | $4,838+259.4% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+310.0% |
| Admin fee / account holder | $20 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |