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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 | $265,944 | $176,077+51.0% | $159,455+66.8% | $167,518+58.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.11% | 331.83%-318.7pp | 263.63%-250.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $4,863 | $5,298-8.2% | $4,830+0.7% | $4,838+0.5% |
| Participant deferral / active EE | $5,780 | $7,751-25.4% | $7,353-21.4% | $6,342-8.9% |
| Admin fee / account holder | $120 | $12,556-99.0% | $10,800-98.9% | $12,312-99.0% |