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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 | $286,855 | $226,090+26.9% | $182,531+57.2% | $152,885+87.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.43% | 192.57%-172.1pp | 148.57%-128.1pp | 345.39%-325.0pp |
| Employer contribution / active EE | $9,723 | $4,978+95.3% | $4,075+138.6% | $4,763+104.1% |
| Participant deferral / active EE | $8,681 | $6,369+36.3% | $5,525+57.1% | $5,851+48.4% |
| Admin fee / account holder | $213 | $10,705-98.0% | $8,593-97.5% | $11,598-98.2% |