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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 | $420,291 | $217,432+93.3% | $185,851+126.1% | $167,553+150.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.66% | 148.43%-137.8pp | 122.11%-111.4pp | 478.89%-468.2pp |
| Employer contribution / active EE | $35,366 | $5,874+502.0% | $5,168+584.3% | $4,840+630.8% |
| Participant deferral / active EE | $21,125 | $6,357+232.3% | $5,569+279.4% | $6,343+233.1% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |