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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 | $301,033 | $106,008+184.0% | $92,240+226.4% | $147,586+104.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.35% | 50.05%-37.7pp | 176.29%-163.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $17,739 | $4,333+309.4% | $3,680+382.1% | $4,876+263.8% |
| Participant deferral / active EE | $17,733 | $4,478+296.0% | $3,897+355.1% | $5,439+226.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |