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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 | $927,260 | $149,040+522.2% | $120,225+671.3% | $137,256+575.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.18% | 605.68%-593.5pp | 439.23%-427.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $33,710 | $4,350+674.9% | $3,475+869.9% | $4,156+711.1% |
| Participant deferral / active EE | $20,667 | $4,655+344.0% | $3,999+416.8% | $6,407+222.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |