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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 | $389,353 | $175,231+122.2% | $149,696+160.1% | $139,466+179.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.81% | 166.77%-144.0pp | 134.46%-111.6pp | 373.66%-350.8pp |
| Employer contribution / active EE | $13,621 | $5,478+148.7% | $4,821+182.5% | $4,754+186.5% |
| Participant deferral / active EE | $9,461 | $6,521+45.1% | $5,682+66.5% | $6,712+41.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |