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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 | $270,182 | $159,934+68.9% | $147,005+83.8% | $145,959+85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 49.14% | 98.24%-49.1pp | 418.76%-369.6pp | 561.95%-512.8pp |
| Employer contribution / active EE | $16,151 | $5,287+205.5% | $4,934+227.3% | $4,661+246.5% |
| Participant deferral / active EE | $17,340 | $8,427+105.8% | $8,070+114.9% | $6,689+159.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |