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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 | $380,310 | $176,105+116.0% | $159,474+138.5% | $167,536+127.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 45.57% | 331.91%-286.3pp | 263.68%-218.1pp | 478.82%-433.2pp |
| Employer contribution / active EE | $7,978 | $5,299+50.6% | $4,831+65.1% | $4,839+64.9% |
| Participant deferral / active EE | $12,597 | $7,751+62.5% | $7,353+71.3% | $6,342+98.6% |
| Admin fee / account holder | $60 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |