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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 | $404,796 | $202,463+99.9% | $169,397+139.0% | $139,487+190.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.75% | 532.64%-510.9pp | 406.23%-384.5pp | 373.84%-352.1pp |
| Employer contribution / active EE | $12,619 | $4,694+168.8% | $4,013+214.5% | $4,755+165.4% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |