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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 | $458,101 | $209,428+118.7% | $178,498+156.6% | $158,950+188.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.48% | 188.78%-163.3pp | 151.09%-125.6pp | 302.91%-277.4pp |
| Employer contribution / active EE | $10,916 | $5,707+91.3% | $5,011+117.8% | $4,762+129.2% |
| Participant deferral / active EE | $5,956 | $5,9550% | $5,202+14.5% | $5,983-0.4% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |