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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 | $259,476 | $125,237+107.2% | $105,608+145.7% | $145,877+77.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.98% | 225.76%-214.8pp | 116.50%-105.5pp | 551.28%-540.3pp |
| Employer contribution / active EE | $24,414 | $3,720+556.2% | $3,167+670.9% | $4,663+423.6% |
| Participant deferral / active EE | $23,550 | $5,711+312.4% | $5,010+370.1% | $6,691+252.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |