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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 | $290,508 | $183,988+57.9% | $162,177+79.1% | $152,897+90.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.37% | 150.79%-133.4pp | 115.60%-98.2pp | 345.43%-328.1pp |
| Employer contribution / active EE | $13,779 | $6,370+116.3% | $5,613+145.5% | $4,764+189.3% |
| Participant deferral / active EE | $16,500 | $8,032+105.4% | $7,297+126.1% | $5,851+182.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |