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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 | $419,616 | $209,874+99.9% | $189,537+121.4% | $167,536+150.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.50% | 748.61%-734.1pp | 555.34%-540.8pp | 478.82%-464.3pp |
| Employer contribution / active EE | $17,686 | $6,913+155.8% | $6,161+187.1% | $4,839+265.5% |
| Participant deferral / active EE | $19,225 | $8,934+115.2% | $8,220+133.9% | $6,342+203.1% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |