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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 | $253,614 | $209,422+21.1% | $178,503+42.1% | $158,982+59.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.53% | 188.81%-181.3pp | 151.12%-143.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $22,765 | $5,707+298.9% | $5,011+354.3% | $4,763+378.0% |
| Participant deferral / active EE | $13,185 | $5,955+121.4% | $5,202+153.4% | $5,983+120.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |