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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 | $632,627 | $165,399+282.5% | $149,745+322.5% | $158,982+297.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.08% | 348.34%-334.3pp | 276.72%-262.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $9,371 | $5,105+83.6% | $4,646+101.7% | $4,763+96.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $53 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |