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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 | $291,208 | $110,629+163.2% | $80,784+260.5% | $167,553+73.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 509.85% | 120.58%+389.3pp | 87.31%+422.5pp | 478.89%+31.0pp |
| Employer contribution / active EE | $16,276 | $1,543+954.8% | $1,160+1302.8% | $4,840+236.3% |
| Participant deferral / active EE | $1,308 | $2,871-54.4% | $2,145-39.0% | $6,343-79.4% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |