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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 | $334,193 | $165,381+102.1% | $149,730+123.2% | $158,966+110.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 48.59% | 348.29%-299.7pp | 276.70%-228.1pp | 302.95%-254.4pp |
| Employer contribution / active EE | $15,149 | $5,104+196.8% | $4,645+226.1% | $4,762+218.1% |
| Participant deferral / active EE | $16,070 | $7,182+123.7% | $6,843+134.8% | $5,983+168.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |