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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 | $299,346 | $154,193+94.1% | $130,045+130.2% | $139,466+114.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.89% | 32.51%-11.6pp | -137.30%+158.2pp | 373.66%-352.8pp |
| Employer contribution / active EE | $19,654 | $5,292+271.4% | $4,321+354.8% | $4,754+313.4% |
| Participant deferral / active EE | $20,000 | $6,709+198.1% | $5,820+243.6% | $6,712+198.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |