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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 | $361,268 | $106,001+240.8% | $92,235+291.7% | $147,585+144.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.83% | 50.05%-39.2pp | 176.28%-165.5pp | 578.56%-567.7pp |
| Employer contribution / active EE | $18,159 | $4,333+319.1% | $3,679+393.5% | $4,876+272.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |