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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 | $622,620 | $184,000+238.4% | $162,185+283.9% | $152,909+307.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.64% | 150.80%-129.2pp | 115.61%-94.0pp | 345.46%-323.8pp |
| Employer contribution / active EE | $15,964 | $6,370+150.6% | $5,613+184.4% | $4,764+235.1% |
| Participant deferral / active EE | $6,250 | $8,033-22.2% | $7,297-14.3% | $5,851+6.8% |
| Admin fee / account holder | $213 | $13,124-98.4% | $10,844-98.0% | $11,601-98.2% |