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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 | $593,594 | $106,008+460.0% | $92,240+543.5% | $147,586+302.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.62% | 50.05%-34.4pp | 176.29%-160.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $13,818 | $4,333+218.9% | $3,680+275.5% | $4,876+183.4% |
| Participant deferral / active EE | $6,857 | $4,478+53.1% | $3,897+76.0% | $5,439+26.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |