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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 | $277,845 | $175,257+58.5% | $149,717+85.6% | $139,456+99.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 166.70%-152.4pp | 134.41%-120.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $21,312 | $5,477+289.1% | $4,820+342.2% | $4,753+348.4% |
| Participant deferral / active EE | $13,500 | $6,521+107.0% | $5,682+137.6% | $6,711+101.2% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |