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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 | $699,533 | $150,207+365.7% | $120,380+481.1% | $145,978+379.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.98% | 154.28%-140.3pp | 107.28%-93.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $7,359 | $4,351+69.1% | $3,465+112.4% | $4,662+57.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |