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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 | $346,093 | $183,978+88.1% | $162,171+113.4% | $152,885+126.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.28% | 150.78%-115.5pp | 115.60%-80.3pp | 345.39%-310.1pp |
| Employer contribution / active EE | $6,419 | $6,370+0.8% | $5,613+14.4% | $4,763+34.8% |
| Participant deferral / active EE | $6,499 | $8,033-19.1% | $7,297-10.9% | $5,851+11.1% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |