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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 | $289,297 | $160,070+80.7% | $147,117+96.6% | $145,897+98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.34% | 98.69%-65.3pp | 420.54%-387.2pp | 552.29%-518.9pp |
| Employer contribution / active EE | $22,319 | $5,285+322.3% | $4,932+352.5% | $4,663+378.7% |
| Participant deferral / active EE | $17,460 | $8,419+107.4% | $8,065+116.5% | $6,689+161.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |