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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 | $452,228 | $198,457+127.9% | $170,435+165.3% | $147,586+206.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.19% | 257.30%-242.1pp | 205.94%-190.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $40,722 | $6,183+558.6% | $5,432+649.6% | $4,876+735.1% |
| Participant deferral / active EE | $25,500 | $5,629+353.0% | $4,939+416.3% | $5,439+368.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |