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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 | $570,688 | $209,422+172.5% | $178,503+219.7% | $158,982+259.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.23% | 188.81%-178.6pp | 151.12%-140.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $29,241 | $5,707+412.4% | $5,011+483.5% | $4,763+513.9% |
| Participant deferral / active EE | $22,750 | $5,955+282.0% | $5,202+337.3% | $5,983+280.2% |
| Admin fee / account holder | $43 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |