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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 | $327,641 | $176,077+86.1% | $159,455+105.5% | $167,518+95.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.29% | 331.83%-310.5pp | 263.63%-242.3pp | 478.71%-457.4pp |
| Employer contribution / active EE | $12,290 | $5,298+132.0% | $4,830+154.4% | $4,838+154.0% |
| Participant deferral / active EE | $16,740 | $7,751+116.0% | $7,353+127.7% | $6,342+164.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |