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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 | $370,245 | $114,093+224.5% | $96,171+285.0% | $167,536+121.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.66% | 190.00%-181.3pp | 192.04%-183.4pp | 478.82%-470.2pp |
| Employer contribution / active EE | $13,200 | $3,429+284.9% | $2,799+371.6% | $4,839+172.8% |
| Participant deferral / active EE | $23,833 | $5,197+358.6% | $4,350+447.9% | $6,342+275.8% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |