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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 | $336,474 | $176,077+91.1% | $159,455+111.0% | $167,518+100.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.60% | 331.83%-313.2pp | 263.63%-245.0pp | 478.71%-460.1pp |
| Employer contribution / active EE | $2,798 | $5,298-47.2% | $4,830-42.1% | $4,838-42.2% |
| Participant deferral / active EE | $19,155 | $7,751+147.1% | $7,353+160.5% | $6,342+202.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |