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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 | $325,195 | $183,968+76.8% | $162,166+100.5% | $152,870+112.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.75% | 150.77%-126.0pp | 115.59%-90.8pp | 345.34%-320.6pp |
| Employer contribution / active EE | $31,811 | $6,371+399.3% | $5,614+466.7% | $4,763+567.9% |
| Participant deferral / active EE | $19,000 | $8,034+136.5% | $7,298+160.3% | $5,850+224.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |