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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 | $159,978+130.3% | $147,041+150.5% | $145,978+152.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.38% | 98.36%-73.0pp | 419.21%-393.8pp | 550.52%-525.1pp |
| Employer contribution / active EE | $26,328 | $5,288+397.9% | $4,935+433.5% | $4,662+464.8% |
| Participant deferral / active EE | $10,444 | $8,429+23.9% | $8,071+29.4% | $6,690+56.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |