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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 | $326,601 | $181,896+79.6% | $156,551+108.6% | $273,972+19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 604.22% | 30.74%+573.5pp | 32.23%+572.0pp | 41.46%+562.8pp |
| Employer contribution / active EE | $12,325 | $6,248+97.3% | $5,501+124.0% | $4,869+153.2% |
| Participant deferral / active EE | $8,239 | $5,550+48.5% | $4,871+69.1% | $5,287+55.8% |
| Admin fee / account holder | $43 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |