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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 | $299,488 | $83,337+259.4% | $67,834+341.5% | $273,972+9.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.18% | 259.45%-256.3pp | 138.47%-135.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $12,817 | $3,287+289.9% | $2,403+433.3% | $4,869+163.3% |
| Participant deferral / active EE | $14,284 | $4,088+249.4% | $3,160+352.1% | $5,287+170.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |