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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 | $701,872 | $110,039+537.8% | $97,260+621.6% | $145,884+381.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.29% | 244.44%-231.2pp | 75.54%-62.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,305 | $3,074+40.0% | $2,721+58.2% | $4,662-7.7% |
| Participant deferral / active EE | $18,300 | $4,674+291.5% | $4,262+329.4% | $6,690+173.6% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |