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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 | $574,275 | $160,040+258.8% | $147,096+290.4% | $145,877+293.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.42% | 98.49%-79.1pp | 419.75%-400.3pp | 551.28%-531.9pp |
| Employer contribution / active EE | $35,735 | $5,289+575.6% | $4,936+624.0% | $4,663+666.4% |
| Participant deferral / active EE | $17,750 | $8,429+110.6% | $8,071+119.9% | $6,691+165.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |