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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 | $289,448 | $180,749+60.1% | $160,784+80.0% | $137,256+110.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.38% | 2234.46%-2220.1pp | 1803.92%-1789.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $8,290 | $4,155+99.5% | $3,733+122.1% | $4,156+99.5% |
| Participant deferral / active EE | $21,067 | $6,844+207.8% | $6,293+234.8% | $6,407+228.8% |
| Admin fee / account holder | $83 | $10,397-99.2% | $9,717-99.1% | $12,270-99.3% |