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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 | $287,244 | $198,461+44.7% | $170,436+68.5% | $147,585+94.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.83% | 257.30%-241.5pp | 205.94%-190.1pp | 578.57%-562.7pp |
| Employer contribution / active EE | $13,750 | $6,184+122.4% | $5,433+153.1% | $4,876+182.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $38 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |