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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 | $676,408 | $160,040+322.7% | $147,096+359.8% | $145,877+363.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.42% | 98.49%-66.1pp | 419.75%-387.3pp | 551.28%-518.9pp |
| Employer contribution / active EE | $27,915 | $5,289+427.7% | $4,936+465.5% | $4,663+498.6% |
| Participant deferral / active EE | $27,267 | $8,429+223.5% | $8,071+237.8% | $6,691+307.5% |
| Admin fee / account holder | $2 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |