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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 | $347,471 | $176,120+97.3% | $159,487+117.9% | $167,553+107.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.20% | 331.95%-320.7pp | 263.71%-252.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $14,950 | $5,299+182.1% | $4,831+209.5% | $4,840+208.9% |
| Participant deferral / active EE | $17,850 | $7,752+130.3% | $7,354+142.7% | $6,343+181.4% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |