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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 | $362,656 | $126,661+186.3% | $113,397+219.8% | $138,895+161.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 657.84% | 25.05%+632.8pp | 23.20%+634.6pp | 145.39%+512.4pp |
| Employer contribution / active EE | $7,191 | $3,456+108.0% | $2,977+141.5% | $4,194+71.4% |
| Participant deferral / active EE | $28,493 | $5,693+400.5% | $5,076+461.3% | $6,396+345.5% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |