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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 | $263,490 | $159,978+64.7% | $147,041+79.2% | $145,978+80.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.65% | 98.36%-83.7pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $29,912 | $5,288+465.6% | $4,935+506.1% | $4,662+541.6% |
| Participant deferral / active EE | $13,347 | $8,429+58.3% | $8,071+65.4% | $6,690+99.5% |
| Admin fee / account holder | $182 | $15,053-98.8% | $13,006-98.6% | $13,400-98.6% |