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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 | $678,241 | $111,878+506.2% | $93,727+623.6% | $145,897+364.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.36% | 204.28%-175.9pp | 133.83%-105.5pp | 552.29%-523.9pp |
| Employer contribution / active EE | $20,416 | $3,092+560.3% | $2,421+743.2% | $4,663+337.9% |
| Participant deferral / active EE | $12,346 | $4,920+150.9% | $4,417+179.5% | $6,689+84.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |