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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 | $623,656 | $110,410+464.9% | $102,437+508.8% | $145,897+327.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 175.43% | 24.85%+150.6pp | 24.95%+150.5pp | 552.29%-376.9pp |
| Employer contribution / active EE | $5,063 | $4,217+20.1% | $3,871+30.8% | $4,663+8.6% |
| Participant deferral / active EE | $20,000 | $5,622+255.8% | $5,060+295.3% | $6,689+199.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |