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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 | $564,832 | $90,530+523.9% | $76,030+642.9% | $145,897+287.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.55% | 625.08%-614.5pp | 361.54%-351.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $18,400 | $3,319+454.3% | $2,688+584.6% | $4,663+294.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |