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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 | $338,249 | $198,461+70.4% | $170,436+98.5% | $147,585+129.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.99% | 257.30%-236.3pp | 205.94%-184.9pp | 578.57%-557.6pp |
| Employer contribution / active EE | $18,788 | $6,184+203.8% | $5,433+245.8% | $4,876+285.3% |
| Participant deferral / active EE | $14,364 | $5,629+155.2% | $4,939+190.8% | $5,439+164.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |