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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 | $454,438 | $175,259+159.3% | $149,723+203.5% | $139,487+225.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.62% | 166.82%-147.2pp | 134.50%-114.9pp | 373.84%-354.2pp |
| Employer contribution / active EE | $16,013 | $5,478+192.3% | $4,821+232.1% | $4,755+236.8% |
| Participant deferral / active EE | $21,364 | $6,522+227.6% | $5,682+276.0% | $6,713+218.3% |
| Admin fee / account holder | $2 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |