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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 | $582,396 | $160,028+263.9% | $147,080+296.0% | $145,884+299.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $15,821 | $5,286+199.3% | $4,933+220.7% | $4,662+239.3% |
| Participant deferral / active EE | $3,750 | $8,422-55.5% | $8,066-53.5% | $6,690-43.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |