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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 | $431,342 | $99,079+335.4% | $78,002+453.0% | $273,972+57.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.83% | 217.93%-209.1pp | 425.99%-417.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $10,008 | $3,308+202.6% | $2,470+305.1% | $4,869+105.5% |
| Participant deferral / active EE | $5,304 | $4,306+23.2% | $3,497+51.7% | $5,287+0.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |