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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 | $337,857 | $171,492+97.0% | $150,734+124.1% | $198,609+70.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.22% | 804.70%-788.5pp | 600.81%-584.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $21,557 | $5,470+294.1% | $4,918+338.3% | $5,055+326.4% |
| Participant deferral / active EE | $15,334 | $6,259+145.0% | $5,610+173.4% | $6,977+119.8% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |