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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 | $493,500 | $160,028+208.4% | $147,080+235.5% | $145,884+238.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.66% | 98.60%-77.9pp | 420.17%-399.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $24,807 | $5,286+369.3% | $4,933+402.8% | $4,662+432.1% |
| Participant deferral / active EE | $15,850 | $8,422+88.2% | $8,066+96.5% | $6,690+136.9% |
| Admin fee / account holder | $3 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |