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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 | $254,781 | $226,090+12.7% | $182,531+39.6% | $152,885+66.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.55% | 192.57%-169.0pp | 148.57%-125.0pp | 345.39%-321.8pp |
| Employer contribution / active EE | $17,022 | $4,978+241.9% | $4,075+317.7% | $4,763+257.4% |
| Participant deferral / active EE | $17,067 | $6,369+168.0% | $5,525+208.9% | $5,851+191.7% |
| Admin fee / account holder | $23 | $10,705-99.8% | $8,593-99.7% | $11,598-99.8% |