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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 | $363,722 | $165,351+120.0% | $149,710+143.0% | $158,931+128.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 67.58% | 348.19%-280.6pp | 276.63%-209.1pp | 302.86%-235.3pp |
| Employer contribution / active EE | $57,938 | $5,103+1035.3% | $4,645+1147.4% | $4,761+1116.8% |
| Participant deferral / active EE | $19,500 | $7,181+171.5% | $6,842+185.0% | $5,982+226.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |