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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 | $688,020 | $96,419+613.6% | $80,648+753.1% | $139,487+393.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.29% | 1352.86%-1339.6pp | 937.21%-923.9pp | 373.84%-360.6pp |
| Employer contribution / active EE | $45,667 | $3,261+1300.3% | $2,724+1576.8% | $4,755+860.5% |
| Participant deferral / active EE | $18,333 | $5,225+250.9% | $4,443+312.6% | $6,713+173.1% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |