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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 | $350,864 | $150,447+133.2% | $136,298+157.4% | $147,586+137.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 37.51% | 1049.15%-1011.6pp | 5156.27%-5118.8pp | 578.59%-541.1pp |
| Employer contribution / active EE | $3,177 | $5,256-39.6% | $4,696-32.3% | $4,876-34.8% |
| Participant deferral / active EE | $7,072 | $6,631+6.7% | $6,247+13.2% | $5,439+30.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |