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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 | $328,790 | $165,361+98.8% | $149,715+119.6% | $158,950+106.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.83% | 348.24%-326.4pp | 276.66%-254.8pp | 302.91%-281.1pp |
| Employer contribution / active EE | $29,181 | $5,103+471.8% | $4,645+528.3% | $4,762+512.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $56 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |