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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 | $333,844 | $115,810+188.3% | $101,271+229.7% | $158,966+110.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 137.60% | 56.15%+81.4pp | 46.48%+91.1pp | 302.95%-165.4pp |
| Employer contribution / active EE | $13,014 | $4,175+211.7% | $3,660+255.6% | $4,762+173.3% |
| Participant deferral / active EE | $5,958 | $4,958+20.2% | $4,371+36.3% | $5,983-0.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |