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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 | $731,912 | $175,231+317.7% | $149,696+388.9% | $139,466+424.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.80% | 166.77%-143.0pp | 134.46%-110.7pp | 373.66%-349.9pp |
| Employer contribution / active EE | $12,876 | $5,478+135.0% | $4,821+167.1% | $4,754+170.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |