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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 | $465,501 | $209,874+121.8% | $189,537+145.6% | $167,536+177.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.39% | 748.61%-731.2pp | 555.34%-537.9pp | 478.82%-461.4pp |
| Employer contribution / active EE | $12,229 | $6,913+76.9% | $6,161+98.5% | $4,839+152.7% |
| Participant deferral / active EE | $15,725 | $8,934+76.0% | $8,220+91.3% | $6,342+147.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |