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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 | $265,390 | $135,645+95.6% | $110,243+140.7% | $135,380+96.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 71.71% | 513.24%-441.5pp | 314.76%-243.0pp | 519.81%-448.1pp |
| Employer contribution / active EE | $29,453 | $4,907+500.2% | $3,827+669.7% | $4,779+516.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |