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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 | $823,804 | $155,833+428.6% | $124,693+560.7% | $167,536+391.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 23.11% | 17.98%+5.1pp | 5144.19%-5121.1pp | 478.82%-455.7pp |
| Employer contribution / active EE | $21,600 | $4,164+418.7% | $3,324+549.8% | $4,839+346.4% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |