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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 | $301,776 | $209,874+43.8% | $189,537+59.2% | $167,536+80.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.40% | 748.61%-716.2pp | 555.34%-522.9pp | 478.82%-446.4pp |
| Employer contribution / active EE | $19,250 | $6,913+178.5% | $6,161+212.5% | $4,839+297.8% |
| Participant deferral / active EE | $10,281 | $8,934+15.1% | $8,220+25.1% | $6,342+62.1% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |