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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 | $280,580 | $232,540+20.7% | $185,117+51.6% | $147,585+90.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 228.89% | 43.03%+185.9pp | 40.50%+188.4pp | 578.58%-349.7pp |
| Employer contribution / active EE | $1,384 | $5,195-73.4% | $4,182-66.9% | $4,876-71.6% |
| Participant deferral / active EE | $1,799 | $5,834-69.2% | $5,045-64.3% | $5,439-66.9% |
| Admin fee / account holder | $5 | $10,275-100.0% | $8,159-99.9% | $10,886-100.0% |