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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 | $932,293 | $175,259+432.0% | $149,723+522.7% | $139,487+568.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.51% | 166.82%-153.3pp | 134.50%-121.0pp | 373.84%-360.3pp |
| Employer contribution / active EE | $38,320 | $5,478+599.5% | $4,821+694.8% | $4,755+705.9% |
| 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% |