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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 | $441,716 | $209,847+110.5% | $189,520+133.1% | $167,518+163.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.91% | 748.45%-735.5pp | 555.25%-542.3pp | 478.71%-465.8pp |
| Employer contribution / active EE | $21,585 | $6,913+212.2% | $6,161+250.3% | $4,838+346.1% |
| Participant deferral / active EE | $15,279 | $8,934+71.0% | $8,220+85.9% | $6,342+140.9% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |