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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 | $679,191 | $183,988+269.1% | $162,177+318.8% | $152,897+344.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.90% | 150.79%-127.9pp | 115.60%-92.7pp | 345.43%-322.5pp |
| Employer contribution / active EE | $12,601 | $6,370+97.8% | $5,613+124.5% | $4,764+164.5% |
| Participant deferral / active EE | $11,578 | $8,032+44.1% | $7,297+58.7% | $5,851+97.9% |
| Admin fee / account holder | $20 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |