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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 | $368,400 | $160,040+130.2% | $147,096+150.4% | $145,877+152.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.38% | 98.49%-73.1pp | 419.75%-394.4pp | 551.28%-525.9pp |
| Employer contribution / active EE | $26,328 | $5,289+397.8% | $4,936+433.4% | $4,663+464.6% |
| Participant deferral / active EE | $10,444 | $8,429+23.9% | $8,071+29.4% | $6,691+56.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |