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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 | $475,816 | $160,040+197.3% | $147,096+223.5% | $145,877+226.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.81% | 98.49%-78.7pp | 419.75%-399.9pp | 551.28%-531.5pp |
| Employer contribution / active EE | $12,588 | $5,289+138.0% | $4,936+155.0% | $4,663+170.0% |
| Participant deferral / active EE | $11,107 | $8,429+31.8% | $8,071+37.6% | $6,691+66.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |