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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 | $376,788 | $165,351+127.9% | $149,710+151.7% | $158,931+137.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.67% | 348.19%-334.5pp | 276.63%-263.0pp | 302.86%-289.2pp |
| Employer contribution / active EE | $37,315 | $5,103+631.2% | $4,645+703.4% | $4,761+683.7% |
| Participant deferral / active EE | $12,035 | $7,181+67.6% | $6,842+75.9% | $5,982+101.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |