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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 | $608,067 | $169,336+259.1% | $129,384+370.0% | $145,884+316.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.38% | 14408.70%-14397.3pp | 9461.77%-9450.4pp | 551.85%-540.5pp |
| Employer contribution / active EE | $29,390 | $5,540+430.5% | $4,153+607.6% | $4,662+530.4% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |