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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 | $337,064 | $183,988+83.2% | $162,177+107.8% | $152,897+120.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 33.17% | 150.79%-117.6pp | 115.60%-82.4pp | 345.43%-312.3pp |
| Employer contribution / active EE | $22,288 | $6,370+249.9% | $5,613+297.1% | $4,764+367.9% |
| Participant deferral / active EE | $14,025 | $8,032+74.6% | $7,297+92.2% | $5,851+139.7% |
| Admin fee / account holder | $65 | $13,123-99.5% | $10,843-99.4% | $11,599-99.4% |