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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 | $290,220 | $198,461+46.2% | $170,436+70.3% | $147,585+96.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 30.60% | 257.30%-226.7pp | 205.94%-175.3pp | 578.57%-548.0pp |
| Employer contribution / active EE | $13,545 | $6,184+119.1% | $5,433+149.3% | $4,876+177.8% |
| Participant deferral / active EE | $3,500 | $5,629-37.8% | $4,939-29.1% | $5,439-35.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |