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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 | $363,636 | $175,257+107.5% | $149,717+142.9% | $139,456+160.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.49% | 166.70%-130.2pp | 134.41%-97.9pp | 373.45%-337.0pp |
| Employer contribution / active EE | $22,121 | $5,477+303.9% | $4,820+359.0% | $4,753+365.5% |
| Participant deferral / active EE | $20,013 | $6,521+206.9% | $5,682+252.2% | $6,711+198.2% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |