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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 | $271,455 | $144,130+88.3% | $117,861+130.3% | $147,586+83.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.06% | 531.20%-517.1pp | 335.11%-321.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $13,553 | $4,897+176.8% | $3,786+257.9% | $4,876+177.9% |
| Participant deferral / active EE | $5,688 | $5,316+7.0% | $4,482+26.9% | $5,439+4.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |