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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 | $352,545 | $150,445+134.3% | $136,297+158.7% | $147,585+138.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 43.00% | 1049.14%-1006.1pp | 5156.16%-5113.2pp | 578.57%-535.6pp |
| Employer contribution / active EE | $9,207 | $5,256+75.2% | $4,696+96.1% | $4,876+88.8% |
| Participant deferral / active EE | $7,925 | $6,631+19.5% | $6,247+26.9% | $5,439+45.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |