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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 | $864,486 | $99,079+772.5% | $78,002+1008.3% | $273,972+215.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.71% | 217.93%-215.2pp | 425.99%-423.3pp | 41.46%-38.7pp |
| Employer contribution / active EE | $10,451 | $3,308+216.0% | $2,470+323.1% | $4,869+114.6% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |