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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 | $548,479 | $102,595+434.6% | $94,057+483.1% | $154,746+254.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.79% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $15,893 | $3,147+405.0% | $2,933+441.9% | $4,379+262.9% |
| Participant deferral / active EE | $12,217 | $5,118+138.7% | $4,709+159.4% | $6,730+81.5% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |