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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 | $572,683 | $217,427+163.4% | $185,837+208.2% | $167,518+241.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.74% | 148.39%-133.7pp | 122.08%-107.3pp | 478.71%-464.0pp |
| Employer contribution / active EE | $15,694 | $5,874+167.2% | $5,168+203.7% | $4,838+224.4% |
| Participant deferral / active EE | $16,667 | $6,357+162.2% | $5,568+199.3% | $6,342+162.8% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |