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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 | $294,884 | $176,077+67.5% | $159,455+84.9% | $167,518+76.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.04% | 331.83%-317.8pp | 263.63%-249.6pp | 478.71%-464.7pp |
| Employer contribution / active EE | $8,662 | $5,298+63.5% | $4,830+79.3% | $4,838+79.0% |
| Participant deferral / active EE | $15,428 | $7,751+99.0% | $7,353+109.8% | $6,342+143.3% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |