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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 | $495,615 | $175,231+182.8% | $149,696+231.1% | $139,466+255.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.97% | 166.77%-153.8pp | 134.46%-121.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $23,063 | $5,478+321.0% | $4,821+378.4% | $4,754+385.1% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,712+123.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |