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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 | $256,755 | $209,425+22.6% | $178,499+43.8% | $158,966+61.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.37% | 188.80%-164.4pp | 151.10%-126.7pp | 302.95%-278.6pp |
| Employer contribution / active EE | $25,743 | $5,707+351.1% | $5,011+413.7% | $4,762+440.5% |
| Participant deferral / active EE | $15,187 | $5,955+155.0% | $5,202+191.9% | $5,983+153.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |