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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 | $512,857 | $100,938+408.1% | $90,461+466.9% | $158,982+222.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.88% | 1727.20%-1718.3pp | 1294.76%-1285.9pp | 302.99%-294.1pp |
| Employer contribution / active EE | $6,453 | $3,691+74.8% | $3,264+97.7% | $4,763+35.5% |
| Participant deferral / active EE | $20,194 | $4,350+364.3% | $3,964+409.4% | $5,983+237.5% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |