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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 | $417,512 | $73,518+467.9% | $63,003+562.7% | $147,585+182.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.50% | 175.46%-162.0pp | 87.59%-74.1pp | 578.57%-565.1pp |
| Employer contribution / active EE | $10,345 | $3,322+211.4% | $2,760+274.8% | $4,876+112.2% |
| Participant deferral / active EE | $12,543 | $4,183+199.8% | $3,329+276.8% | $5,439+130.6% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |