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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 | $499,920 | $148,623+236.4% | $135,974+267.7% | $139,466+258.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 51.89% | 79.30%-27.4pp | 68.30%-16.4pp | 373.66%-321.8pp |
| Employer contribution / active EE | $15,276 | $5,246+191.2% | $4,859+214.4% | $4,754+221.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $46 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |