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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 | $302,532 | $150,446+101.1% | $136,297+122.0% | $147,585+105.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.87% | 1049.14%-1033.3pp | 5156.19%-5140.3pp | 578.58%-562.7pp |
| Employer contribution / active EE | $12,751 | $5,256+142.6% | $4,696+171.6% | $4,876+161.5% |
| Participant deferral / active EE | $8,672 | $6,631+30.8% | $6,247+38.8% | $5,439+59.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |