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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 | $284,873 | $202,460+40.7% | $169,385+68.2% | $139,456+104.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.03% | 532.07%-518.0pp | 405.82%-391.8pp | 373.45%-359.4pp |
| Employer contribution / active EE | $35,833 | $4,691+663.8% | $4,012+793.2% | $4,753+654.0% |
| Participant deferral / active EE | $25,167 | $6,938+262.7% | $6,221+304.6% | $6,711+275.0% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |