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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 | $351,624 | $217,432+61.7% | $185,849+89.2% | $167,536+109.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.73% | 148.42%-129.7pp | 122.10%-103.4pp | 478.82%-460.1pp |
| Employer contribution / active EE | $14,180 | $5,875+141.4% | $5,169+174.4% | $4,839+193.0% |
| Participant deferral / active EE | $6,897 | $6,357+8.5% | $5,569+23.8% | $6,342+8.7% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |