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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 | $334,385 | $198,462+68.5% | $170,439+96.2% | $147,585+126.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.52% | 257.30%-237.8pp | 205.94%-186.4pp | 578.58%-559.1pp |
| Employer contribution / active EE | $23,347 | $6,184+277.6% | $5,433+329.7% | $4,876+378.8% |
| Participant deferral / active EE | $4,625 | $5,629-17.8% | $4,939-6.4% | $5,439-15.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |