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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 | $352,612 | $184,000+91.6% | $162,185+117.4% | $152,909+130.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.89% | 150.80%-129.9pp | 115.61%-94.7pp | 345.46%-324.6pp |
| Employer contribution / active EE | $10,826 | $6,370+69.9% | $5,613+92.9% | $4,764+127.2% |
| Participant deferral / active EE | $6,250 | $8,033-22.2% | $7,297-14.3% | $5,851+6.8% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |