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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 | $285,509 | $209,422+36.3% | $178,503+59.9% | $158,982+79.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.20% | 188.81%-159.6pp | 151.12%-121.9pp | 302.99%-273.8pp |
| Employer contribution / active EE | $15,882 | $5,707+178.3% | $5,011+216.9% | $4,763+233.5% |
| Participant deferral / active EE | $6,897 | $5,955+15.8% | $5,202+32.6% | $5,983+15.3% |
| Admin fee / account holder | $58 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |