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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 | $493,002 | $184,000+167.9% | $162,185+204.0% | $152,909+222.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.13% | 150.80%-127.7pp | 115.61%-92.5pp | 345.46%-322.3pp |
| Employer contribution / active EE | $10,717 | $6,370+68.2% | $5,613+90.9% | $4,764+125.0% |
| Participant deferral / active EE | $7,383 | $8,033-8.1% | $7,297+1.2% | $5,851+26.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |