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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 | $426,613 | $175,259+143.4% | $149,723+184.9% | $139,487+205.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.61% | 166.82%-146.2pp | 134.50%-113.9pp | 373.84%-353.2pp |
| Employer contribution / active EE | $26,238 | $5,478+378.9% | $4,821+444.2% | $4,755+451.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |