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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 | $313,213 | $180,749+73.3% | $160,784+94.8% | $137,256+128.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.90% | 2234.46%-2217.6pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,826 | $4,155+88.3% | $3,733+109.7% | $4,156+88.3% |
| Participant deferral / active EE | $25,662 | $6,844+274.9% | $6,293+307.8% | $6,407+300.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |