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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 | $741,176 | $217,432+240.9% | $185,851+298.8% | $167,553+342.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 45.26% | 148.43%-103.2pp | 122.11%-76.8pp | 478.89%-433.6pp |
| Employer contribution / active EE | $19,597 | $5,874+233.6% | $5,168+279.2% | $4,840+304.9% |
| Participant deferral / active EE | $17,867 | $6,357+181.1% | $5,569+220.8% | $6,343+181.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |