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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 | $159,934+80.9% | $147,005+96.8% | $145,959+98.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.34% | 98.24%-64.9pp | 418.76%-385.4pp | 561.95%-528.6pp |
| Employer contribution / active EE | $22,319 | $5,287+322.1% | $4,934+352.3% | $4,661+378.9% |
| Participant deferral / active EE | $17,460 | $8,427+107.2% | $8,070+116.4% | $6,689+161.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |