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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 | $533,421 | $111,830+377.0% | $93,696+469.3% | $145,884+265.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.91% | 204.08%-192.2pp | 133.74%-121.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $15,203 | $3,093+391.5% | $2,422+527.7% | $4,662+226.1% |
| Participant deferral / active EE | $15,000 | $4,920+204.9% | $4,417+239.6% | $6,690+124.2% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |