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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 | $267,222 | $150,435+77.6% | $120,580+121.6% | $145,897+83.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 74.98% | 154.60%-79.6pp | 107.48%-32.5pp | 552.29%-477.3pp |
| Employer contribution / active EE | $4,240 | $4,352-2.6% | $3,469+22.2% | $4,663-9.1% |
| Participant deferral / active EE | $23,000 | $6,174+272.5% | $4,995+360.4% | $6,689+243.8% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |