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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 | $346,494 | $165,399+109.5% | $149,745+131.4% | $158,982+117.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 74.56% | 348.34%-273.8pp | 276.72%-202.2pp | 302.99%-228.4pp |
| Employer contribution / active EE | $17,100 | $5,105+235.0% | $4,646+268.1% | $4,763+259.0% |
| Participant deferral / active EE | $22,750 | $7,183+216.7% | $6,843+232.5% | $5,983+280.2% |
| Admin fee / account holder | $8 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |