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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 | $502,677 | $81,643+515.7% | $70,462+613.4% | $158,950+216.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 186.17% | 208.51%-22.3pp | 109.08%+77.1pp | 302.91%-116.7pp |
| Employer contribution / active EE | $2,060 | $3,218-36.0% | $2,737-24.8% | $4,762-56.7% |
| Participant deferral / active EE | $13,000 | $4,555+185.4% | $3,710+250.4% | $5,983+117.3% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |