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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 | $463,346 | $90,530+411.8% | $76,030+509.4% | $145,897+217.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.33% | 625.08%-615.7pp | 361.54%-352.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $11,359 | $3,319+242.2% | $2,688+322.7% | $4,663+143.6% |
| Participant deferral / active EE | $25,992 | $5,164+403.3% | $4,257+510.6% | $6,689+288.6% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |