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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 | $536,479 | $209,847+155.7% | $189,520+183.1% | $167,518+220.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.39% | 748.45%-736.1pp | 555.25%-542.9pp | 478.71%-466.3pp |
| Employer contribution / active EE | $20,860 | $6,913+201.7% | $6,161+238.6% | $4,838+331.1% |
| Participant deferral / active EE | $22,749 | $8,934+154.6% | $8,220+176.7% | $6,342+258.7% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |