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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 | $306,268 | $184,000+66.5% | $162,185+88.8% | $152,909+100.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.98% | 150.80%-131.8pp | 115.61%-96.6pp | 345.46%-326.5pp |
| Employer contribution / active EE | $16,625 | $6,370+161.0% | $5,613+196.2% | $4,764+249.0% |
| Participant deferral / active EE | $11,647 | $8,033+45.0% | $7,297+59.6% | $5,851+99.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |