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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 | $288,027 | $165,351+74.2% | $149,710+92.4% | $158,931+81.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.85% | 348.19%-334.3pp | 276.63%-262.8pp | 302.86%-289.0pp |
| Employer contribution / active EE | $26,250 | $5,103+414.4% | $4,645+465.2% | $4,761+451.3% |
| Participant deferral / active EE | $13,780 | $7,181+91.9% | $6,842+101.4% | $5,982+130.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |