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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 | $435,083 | $160,070+171.8% | $147,117+195.7% | $145,897+198.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 39.23% | 98.69%-59.5pp | 420.54%-381.3pp | 552.29%-513.1pp |
| Employer contribution / active EE | $12,708 | $5,285+140.5% | $4,932+157.6% | $4,663+172.6% |
| Participant deferral / active EE | $14,500 | $8,419+72.2% | $8,065+79.8% | $6,689+116.8% |
| Admin fee / account holder | $62 | $15,035-99.6% | $12,993-99.5% | $13,390-99.5% |