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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 | $250,876 | $209,422+19.8% | $178,503+40.5% | $158,982+57.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.77% | 188.81%-181.0pp | 151.12%-143.3pp | 302.99%-295.2pp |
| Employer contribution / active EE | $12,252 | $5,707+114.7% | $5,011+144.5% | $4,763+157.2% |
| Participant deferral / active EE | $5,150 | $5,955-13.5% | $5,202-1.0% | $5,983-13.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |