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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 | $427,068 | $184,000+132.1% | $162,185+163.3% | $152,909+179.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.20% | 150.80%-134.6pp | 115.61%-99.4pp | 345.46%-329.3pp |
| Employer contribution / active EE | $20,419 | $6,370+220.5% | $5,613+263.8% | $4,764+328.6% |
| Participant deferral / active EE | $22,000 | $8,033+173.9% | $7,297+201.5% | $5,851+276.0% |
| Admin fee / account holder | $10 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |