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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 | $356,149 | $175,231+103.2% | $149,696+137.9% | $139,466+155.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.81% | 166.77%-153.0pp | 134.46%-120.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $22,664 | $5,478+313.7% | $4,821+370.1% | $4,754+376.7% |
| Participant deferral / active EE | $11,750 | $6,521+80.2% | $5,682+106.8% | $6,712+75.1% |
| Admin fee / account holder | $4 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |