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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 | $612,854 | $226,135+171.0% | $182,558+235.7% | $152,909+300.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.13% | 192.60%-166.5pp | 148.59%-122.5pp | 345.46%-319.3pp |
| Employer contribution / active EE | $42,596 | $4,979+755.5% | $4,076+945.0% | $4,764+794.1% |
| Participant deferral / active EE | $18,655 | $6,371+192.8% | $5,526+237.6% | $5,851+218.8% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |