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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 | $265,632 | $198,457+33.8% | $170,435+55.9% | $147,586+80.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.36% | 257.30%-239.9pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $16,200 | $6,183+162.0% | $5,432+198.2% | $4,876+232.2% |
| Participant deferral / active EE | $31,300 | $5,629+456.0% | $4,939+533.7% | $5,439+475.5% |
| Admin fee / account holder | $200 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |