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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 | $278,867 | $226,090+23.3% | $182,531+52.8% | $152,885+82.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.69% | 192.57%-175.9pp | 148.57%-131.9pp | 345.39%-328.7pp |
| Employer contribution / active EE | $16,484 | $4,978+231.1% | $4,075+304.5% | $4,763+246.1% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |