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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 | $413,157 | $176,105+134.6% | $159,474+159.1% | $167,536+146.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.40% | 331.91%-304.5pp | 263.68%-236.3pp | 478.82%-451.4pp |
| Employer contribution / active EE | $17,775 | $5,299+235.5% | $4,831+268.0% | $4,839+267.3% |
| Participant deferral / active EE | $12,670 | $7,751+63.5% | $7,353+72.3% | $6,342+99.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |