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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 | $344,248 | $162,529+111.8% | $130,788+163.2% | $154,746+122.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.92% | 510.48%-497.6pp | 386.44%-373.5pp | 172.34%-159.4pp |
| Employer contribution / active EE | $21,000 | $4,447+372.2% | $3,558+490.2% | $4,379+379.6% |
| Participant deferral / active EE | $31,000 | $4,808+544.7% | $4,137+649.3% | $6,730+360.6% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |