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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 | $90,489+412.0% | $76,051+509.3% | $145,978+217.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.33% | 622.78%-613.4pp | 360.42%-351.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $11,359 | $3,319+242.2% | $2,690+322.3% | $4,662+143.7% |
| Participant deferral / active EE | $25,992 | $5,164+403.3% | $4,257+510.5% | $6,690+288.5% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |