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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 | $307,901 | $176,105+74.8% | $159,474+93.1% | $167,536+83.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.92% | 331.91%-317.0pp | 263.68%-248.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $21,160 | $5,299+299.3% | $4,831+338.0% | $4,839+337.3% |
| Participant deferral / active EE | $11,750 | $7,751+51.6% | $7,353+59.8% | $6,342+85.3% |
| Admin fee / account holder | $45 | $12,559-99.6% | $10,802-99.6% | $12,315-99.6% |