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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 | $654,812 | $165,351+296.0% | $149,710+337.4% | $158,931+312.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 161.28% | 348.19%-186.9pp | 276.63%-115.3pp | 302.86%-141.6pp |
| Employer contribution / active EE | $22,205 | $5,103+335.1% | $4,645+378.1% | $4,761+366.4% |
| Participant deferral / active EE | $27,167 | $7,181+278.3% | $6,842+297.1% | $5,982+354.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |