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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 | $398,359 | $217,427+83.2% | $185,837+114.4% | $167,518+137.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.72% | 148.39%-133.7pp | 122.08%-107.4pp | 478.71%-464.0pp |
| Employer contribution / active EE | $14,084 | $5,874+139.8% | $5,168+172.5% | $4,838+191.1% |
| Participant deferral / active EE | $9,403 | $6,357+47.9% | $5,568+68.9% | $6,342+48.3% |
| Admin fee / account holder | $58 | $19,816-99.7% | $16,241-99.6% | $12,312-99.5% |