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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 | $165,399+119.9% | $149,745+142.9% | $158,982+128.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 67.58% | 348.34%-280.8pp | 276.72%-209.1pp | 302.99%-235.4pp |
| Employer contribution / active EE | $57,938 | $5,105+1035.0% | $4,646+1147.1% | $4,763+1116.5% |
| Participant deferral / active EE | $19,500 | $7,183+171.5% | $6,843+185.0% | $5,983+225.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |