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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 | $733,801 | $160,070+358.4% | $147,117+398.8% | $145,897+403.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 46.92% | 98.69%-51.8pp | 420.54%-373.6pp | 552.29%-505.4pp |
| Employer contribution / active EE | $17,513 | $5,285+231.4% | $4,932+255.0% | $4,663+275.6% |
| Participant deferral / active EE | $22,148 | $8,419+163.1% | $8,065+174.6% | $6,689+231.1% |
| Admin fee / account holder | $1 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |