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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 | $90,397+412.6% | $76,002+509.6% | $145,959+217.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.33% | 621.97%-612.6pp | 360.07%-350.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $11,359 | $3,317+242.4% | $2,688+322.6% | $4,661+143.7% |
| Participant deferral / active EE | $25,992 | $5,163+403.4% | $4,257+510.6% | $6,689+288.6% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |