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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 | $291,799 | $88,754+228.8% | $81,820+256.6% | $145,877+100.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.54% | 1031.77%-1022.2pp | 777.93%-768.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $19,600 | $3,085+535.2% | $2,915+572.4% | $4,663+320.3% |
| Participant deferral / active EE | $7,359 | $4,648+58.3% | $4,323+70.2% | $6,691+10.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |