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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 | $367,733 | $175,257+109.8% | $149,717+145.6% | $139,456+163.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.31% | 166.70%-148.4pp | 134.41%-116.1pp | 373.45%-355.1pp |
| Employer contribution / active EE | $10,878 | $5,477+98.6% | $4,820+125.7% | $4,753+128.9% |
| Participant deferral / active EE | $30,000 | $6,521+360.1% | $5,682+428.0% | $6,711+347.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |