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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 | $674,372 | $149,040+352.5% | $120,225+460.9% | $137,256+391.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.37% | 605.68%-590.3pp | 439.23%-423.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $24,855 | $4,350+471.3% | $3,475+615.2% | $4,156+498.0% |
| Participant deferral / active EE | $19,031 | $4,655+308.9% | $3,999+375.9% | $6,407+197.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |