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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 | $471,464 | $125,190+276.6% | $105,624+346.4% | $145,897+223.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.22% | 225.22%-216.0pp | 116.20%-107.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $17,647 | $3,720+374.3% | $3,168+457.1% | $4,663+278.5% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25 | $17,138-99.9% | $10,961-99.8% | $13,390-99.8% |