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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 | $257,841 | $202,460+27.4% | $169,385+52.2% | $139,456+84.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 532.07%-520.6pp | 405.82%-394.3pp | 373.45%-361.9pp |
| Employer contribution / active EE | $18,556 | $4,691+295.5% | $4,012+362.5% | $4,753+290.4% |
| Participant deferral / active EE | $21,134 | $6,938+204.6% | $6,221+239.7% | $6,711+214.9% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |