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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 | $500,044 | $217,432+130.0% | $185,849+169.1% | $167,536+198.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 42.60% | 148.42%-105.8pp | 122.10%-79.5pp | 478.82%-436.2pp |
| Employer contribution / active EE | $35,769 | $5,875+508.9% | $5,169+592.0% | $4,839+639.2% |
| Participant deferral / active EE | $21,941 | $6,357+245.1% | $5,569+294.0% | $6,342+245.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |