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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 | $321,575 | $165,381+94.4% | $149,730+114.8% | $158,966+102.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 43.89% | 348.29%-304.4pp | 276.70%-232.8pp | 302.95%-259.1pp |
| Employer contribution / active EE | $14,021 | $5,104+174.7% | $4,645+201.8% | $4,762+194.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |