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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 | $355,127 | $176,105+101.7% | $159,474+122.7% | $167,536+112.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.69% | 331.91%-319.2pp | 263.68%-251.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $18,468 | $5,299+248.5% | $4,831+282.3% | $4,839+281.6% |
| Participant deferral / active EE | $18,271 | $7,751+135.7% | $7,353+148.5% | $6,342+188.1% |
| Admin fee / account holder | $286 | $12,559-97.7% | $10,802-97.4% | $12,315-97.7% |