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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 | $611,057 | $165,361+269.5% | $149,715+308.1% | $158,950+284.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 69.66% | 348.24%-278.6pp | 276.66%-207.0pp | 302.91%-233.3pp |
| Employer contribution / active EE | $11,111 | $5,103+117.7% | $4,645+139.2% | $4,762+133.3% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |