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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 | $588,888 | $209,422+181.2% | $178,503+229.9% | $158,982+270.4% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 29.59% | 188.81%-159.2pp | 151.12%-121.5pp | 302.99%-273.4pp |
| Employer contribution / active EE | $49,489 | $5,707+767.2% | $5,011+887.6% | $4,763+939.1% |
| Participant deferral / active EE | $15,693 | $5,955+163.5% | $5,202+201.7% | $5,983+162.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |