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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 | $310,103 | $209,874+47.8% | $189,537+63.6% | $167,536+85.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.31% | 748.61%-734.3pp | 555.34%-541.0pp | 478.82%-464.5pp |
| Employer contribution / active EE | $21,187 | $6,913+206.5% | $6,161+243.9% | $4,839+337.8% |
| Participant deferral / active EE | $10,568 | $8,934+18.3% | $8,220+28.6% | $6,342+66.6% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |