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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 | $920,519 | $96,691+852.0% | $86,656+962.3% | $139,487+559.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.94% | 106.87%-88.9pp | 593.09%-575.2pp | 373.84%-355.9pp |
| Employer contribution / active EE | $30,639 | $3,267+837.9% | $3,025+912.7% | $4,755+544.4% |
| Participant deferral / active EE | $27,800 | $4,838+474.6% | $4,439+526.2% | $6,713+314.1% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |