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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 | $578,352 | $209,425+176.2% | $178,499+224.0% | $158,966+263.8% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 32.81% | 188.80%-156.0pp | 151.10%-118.3pp | 302.95%-270.1pp |
| Employer contribution / active EE | $16,717 | $5,707+192.9% | $5,011+233.6% | $4,762+251.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |