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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 | $355,642 | $210,698+68.8% | $178,014+99.8% | $145,959+143.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.03% | 386.27%-363.2pp | 294.80%-271.8pp | 561.95%-538.9pp |
| Employer contribution / active EE | $9,500 | $4,567+108.0% | $3,950+140.5% | $4,661+103.8% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,689+204.0% |
| Admin fee / account holder | $33 | $12,016-99.7% | $10,362-99.7% | $13,398-99.8% |