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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 | $447,746 | $176,105+154.2% | $159,474+180.8% | $167,536+167.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.98% | 331.91%-319.9pp | 263.68%-251.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $16,673 | $5,299+214.7% | $4,831+245.1% | $4,839+244.5% |
| Participant deferral / active EE | $16,466 | $7,751+112.4% | $7,353+123.9% | $6,342+159.6% |
| Admin fee / account holder | $35 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |