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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 | $160,028+80.8% | $147,080+96.7% | $145,884+98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.34% | 98.60%-65.3pp | 420.17%-386.8pp | 551.85%-518.5pp |
| Employer contribution / active EE | $22,319 | $5,286+322.3% | $4,933+352.4% | $4,662+378.7% |
| Participant deferral / active EE | $17,460 | $8,422+107.3% | $8,066+116.5% | $6,690+161.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |