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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 | $267,492 | $176,105+51.9% | $159,474+67.7% | $167,536+59.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 223.19% | 331.91%-108.7pp | 263.68%-40.5pp | 478.82%-255.6pp |
| Employer contribution / active EE | $18,181 | $5,299+243.1% | $4,831+276.4% | $4,839+275.7% |
| Participant deferral / active EE | $3,089 | $7,751-60.1% | $7,353-58.0% | $6,342-51.3% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |