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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 | $305,504 | $160,059+90.9% | $140,019+118.2% | $135,380+125.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 15.18% | 911.48%-896.3pp | 651.17%-636.0pp | 519.81%-504.6pp |
| Employer contribution / active EE | $17,945 | $6,420+179.5% | $5,605+220.1% | $4,779+275.5% |
| Participant deferral / active EE | $10,790 | $7,641+41.2% | $6,927+55.8% | $5,609+92.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |