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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 | $136,860+165.0% | $120,344+201.3% | $154,746+134.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 657.84% | 21.38%+636.5pp | 20.30%+637.5pp | 172.34%+485.5pp |
| Employer contribution / active EE | $7,191 | $3,533+103.5% | $3,020+138.1% | $4,379+64.2% |
| Participant deferral / active EE | $28,493 | $5,793+391.8% | $5,135+454.9% | $6,730+323.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |