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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 | $992,117 | $115,917+755.9% | $100,535+886.8% | $158,982+524.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 67.44% | 34.80%+32.6pp | 30.90%+36.5pp | 302.99%-235.6pp |
| Employer contribution / active EE | $21,124 | $4,105+414.6% | $3,419+517.9% | $4,763+343.5% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |