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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 | $502,289 | $108,912+361.2% | $100,383+400.4% | $145,959+244.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 57.96%-46.6pp | 49.26%-37.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $19,333 | $4,423+337.1% | $3,944+390.2% | $4,661+314.8% |
| Participant deferral / active EE | $24,500 | $8,451+189.9% | $8,086+203.0% | $6,689+266.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |