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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 | $806,962 | $209,422+285.3% | $178,503+352.1% | $158,982+407.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.43% | 188.81%-168.4pp | 151.12%-130.7pp | 302.99%-282.6pp |
| Employer contribution / active EE | $13,236 | $5,707+131.9% | $5,011+164.1% | $4,763+177.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |