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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 | $320,763 | $202,342+58.5% | $172,752+85.7% | $152,897+109.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 42.20% | 1029.83%-987.6pp | 802.97%-760.8pp | 345.43%-303.2pp |
| Employer contribution / active EE | $4,125 | $5,858-29.6% | $5,144-19.8% | $4,764-13.4% |
| Participant deferral / active EE | $17,400 | $5,948+192.5% | $5,198+234.8% | $5,851+197.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |