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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 | $590,255 | $106,008+456.8% | $92,240+539.9% | $147,586+299.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.71% | 50.05%-36.3pp | 176.29%-162.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $31,317 | $4,333+622.7% | $3,680+751.1% | $4,876+542.2% |
| Participant deferral / active EE | $2,958 | $4,478-33.9% | $3,897-24.1% | $5,439-45.6% |
| Admin fee / account holder | $61 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |