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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 | $375,481 | $144,124+160.5% | $117,857+218.6% | $147,585+154.4% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | 16.74% | 531.17%-514.4pp | 335.09%-318.3pp | 578.56%-561.8pp |
| Employer contribution / active EE | $15,309 | $4,897+212.6% | $3,786+304.3% | $4,876+213.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |