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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 | $508,229 | $232,540+118.6% | $185,117+174.5% | $147,586+244.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.89% | 43.03%-29.1pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $28,439 | $5,195+447.4% | $4,182+580.1% | $4,876+483.2% |
| Participant deferral / active EE | $10,643 | $5,834+82.4% | $5,045+111.0% | $5,439+95.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |