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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 | $253,508 | $209,425+21.0% | $178,499+42.0% | $158,966+59.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.71% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.2pp |
| Employer contribution / active EE | $52,461 | $5,707+819.2% | $5,011+946.9% | $4,762+1001.6% |
| Participant deferral / active EE | $16,108 | $5,955+170.5% | $5,202+209.6% | $5,983+169.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |