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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 | $288,782 | $198,470+45.5% | $170,444+69.4% | $147,585+95.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.69% | 257.30%-245.6pp | 205.94%-194.2pp | 578.56%-566.9pp |
| Employer contribution / active EE | $17,633 | $6,184+185.2% | $5,433+224.6% | $4,876+261.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $139 | $16,852-99.2% | $13,881-99.0% | $10,885-98.7% |