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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 | $300,637 | $160,028+87.9% | $147,080+104.4% | $145,884+106.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.38% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $30,000 | $5,286+467.6% | $4,933+508.1% | $4,662+543.5% |
| Participant deferral / active EE | $25,303 | $8,422+200.4% | $8,066+213.7% | $6,690+278.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |