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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 | $356,835 | $96,678+269.1% | $86,640+311.9% | $139,466+155.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.55% | 106.69%-93.1pp | 592.52%-579.0pp | 373.66%-360.1pp |
| Employer contribution / active EE | $19,849 | $3,265+507.8% | $3,024+556.3% | $4,754+317.5% |
| Participant deferral / active EE | $18,778 | $4,837+288.2% | $4,438+323.1% | $6,712+179.8% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |