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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 | $391,823 | $202,440+93.6% | $169,390+131.3% | $139,466+180.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.19% | 532.36%-514.2pp | 406.07%-387.9pp | 373.66%-355.5pp |
| Employer contribution / active EE | $4,800 | $4,693+2.3% | $4,013+19.6% | $4,754+1.0% |
| Participant deferral / active EE | $15,000 | $6,940+116.1% | $6,222+141.1% | $6,712+123.5% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |