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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 | $349,287 | $217,432+60.6% | $185,851+87.9% | $167,553+108.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 373.55% | 148.43%+225.1pp | 122.11%+251.4pp | 478.89%-105.3pp |
| Employer contribution / active EE | $3,000 | $5,874-48.9% | $5,168-42.0% | $4,840-38.0% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.5% | $6,343+105.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |