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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 | $342,298 | $68,097+402.7% | $62,929+443.9% | $137,256+149.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.36% | 1859.11%-1837.8pp | 1063.93%-1042.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $36,019 | $2,811+1181.3% | $2,505+1338.1% | $4,156+766.7% |
| Participant deferral / active EE | $15,000 | $4,553+229.5% | $3,888+285.8% | $6,407+134.1% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |