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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 | $160,070+68.8% | $147,117+83.7% | $145,897+85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 49.14% | 98.69%-49.5pp | 420.54%-371.4pp | 552.29%-503.1pp |
| Employer contribution / active EE | $16,151 | $5,285+205.6% | $4,932+227.4% | $4,663+246.4% |
| Participant deferral / active EE | $17,340 | $8,419+106.0% | $8,065+115.0% | $6,689+159.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |